Load Daffy account context after reassignment
Reassign the task and give the next owner the account context they need.
Trigger
Task Assignee Updated
Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.
Action
Get User Profile
Tool to retrieve the authenticated user's profile. use when you need details about the current user's account.
Why this helps
Ownership changes create uncertainty about which giving account and preferences apply.
- Makes handoffs clearer
- Surfaces authenticated account details
- Creates a consistent owner report
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Daffy in Notis once.
- 2Create an automation that retrieves the Daffy profile when a giving task changes assignee.
- 3Pick Task Assignee Updated as the trigger.
- 4Choose a report channel and test with one reassignment.
Questions about this workflow
Does it change the Daffy account owner?
No. It only retrieves the authenticated profile for context.
Can it include both added and removed assignees?
Yes. Ask Notis to summarize every assignee change in the event.
When this happens · Trigger
Do this · Action
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.
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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