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Notis

Create a Daffy gift from a completed task

Close the task and finish the approved giving action.

Trigger

Task Status Updated

Triggers when a task's status changes. `changes[]` carries `StatusChange` entries only — ClickUp pre-filters server-side by event type. Lower traffic than subscribing to `CLICKUP_TASK_UPDATED` and pattern-matching `StatusChange`.

Action

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

Why this helps

A completed task does not always mean the final donation was actually made.

  • Connects completion with execution
  • Checks for required gift details
  • Returns a confirmation or clear blocker

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Daffy in Notis once.
  • 2Create an automation that creates the gift described in a task when it reaches the completed status.
  • 3Pick Task Status Updated as the trigger.
  • 4Choose a report channel and test with one approved task.

Questions about this workflow

Which status counts as completed?

Tell Notis the exact ClickUp status used by your workflow.

Can it handle a task without gift details?

It reports the missing recipient or amount and skips creation.

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.

TriggerScheduled

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Get Contributions

Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Get Donations

Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Get Gifts

Tool to retrieve a list of gifts. use when you need to page or filter gifts.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Get Non-Profit by EIN

Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Get User Causes

Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.

ActionInstant

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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