Check Daffy balance for urgent tasks
Raise the priority and see the available giving capacity.
Trigger
Task Priority Updated
Triggers when a task's priority changes. `changes[]` carries `PriorityChange` entries only.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Urgent giving work can move forward without anyone checking available funds.
- Adds financial context to urgent work
- Keeps the balance lookup close to the task
- Flags when the requested amount may exceed funds
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Daffy in Notis once.
- 2Create an automation that retrieves the Daffy balance when a giving task priority changes and compares it with any stated amount.
- 3Pick Task Priority Updated as the trigger.
- 4Choose a report channel and test with an urgent task.
Questions about this workflow
Does it reserve funds?
No. It only retrieves the current balance and reports the comparison.
What if no amount is listed?
The report includes the balance and notes that comparison is unavailable.
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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