Connect Clickup to Daffy
When something happens in Clickup, Notis takes the next step in Daffy. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Clickup to Daffy
Turn a ClickUp comment into charity options
When a ClickUp comment requests a charity, search Daffy for matching nonprofits and summarize the best options.
Verify an EIN mentioned in ClickUp
When a ClickUp comment includes a nonprofit EIN, retrieve the Daffy nonprofit record and flag missing or mismatched details.
Find giving targets from a new ClickUp task
When a task is created for a cause or campaign, search Daffy and attach a concise list of relevant nonprofits to the report.
Create an approved gift when its ClickUp task is due
When a donation task reaches its due date, create a Daffy gift only when the task contains a verified nonprofit and approved amount.
Create a Daffy gift when a donation task is completed
When a ClickUp donation task changes to its completed status, create the specified Daffy gift after checking recipient and amount details.
Load the Daffy profile when giving ownership changes
When a ClickUp task assignee changes, retrieve the authenticated Daffy profile and report account context for the new owner.
Check Daffy balance when a giving task becomes urgent
When a ClickUp task priority changes, retrieve the Daffy balance and report whether the requested giving amount appears feasible.
Review Daffy contributions from a ClickUp comment
When a comment asks for funding history, retrieve the relevant Daffy contributions and summarize them for the task owner.
Refresh donation history when a ClickUp comment changes
When a donation note is edited, retrieve Daffy donations again and update the report using the revised context.
Supported Triggers and Actions
Notis builds workflows that link Clickup to Daffy. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Folder Deleted
Triggers when a Folder is deleted.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
List Created
Triggers when a new List is created.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
List Deleted
Triggers when a List is deleted.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Clickup and Daffy
Connect any two apps with Notis in the middle.
Clickup and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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