Review Daffy gifts when giving paperwork changes status
When a Box Sign request reaches a meaningful status change, pull a Daffy gift list into a compact review report for your giving paperwork.
Trigger
Box Sign Request Status Changed
Triggers when a Box Sign request's status or meaningful fields change. This trigger monitors a specific Box Sign request and fires when changes are detected in key fields like status, signer decisions, document readiness, or completion state.
Action
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Why this helps
Signed documents and donor-advised fund gift records can be difficult to review together during follow-up.
- Bring gift records into a paperwork follow-up
- Make status changes easier to notice
- Keep review steps in one report
Setup
Build it in a few focused steps.
- 1Connect Box and Daffy once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3In one instruction, ask Notis to retrieve Daffy gifts when the selected Box Sign request changes status and summarize the request status with the gift list for review.
- 4Pick the Box Sign Request Status Changed trigger, then choose where run reports go.
- 5Test with one real sign request status change and review the report.
Questions about this workflow
Will the sign request details automatically match a specific Daffy gift?
Only if the returned event and gift records contain comparable identifying details. Otherwise the report should present them side by side for manual review.
Does this submit a gift when a document is signed?
No. It retrieves gift records for review and does not create a donation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Daffy. A trigger fires from one place; an action lands in another.
Box triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
Box and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Daffy.