Refresh donation history after comment edits
Edit the note and refresh the history that depends on it.
Trigger
Task Comment Updated
Triggers when an existing comment on a task is edited. `changes[]` carries one `CommentChange` entry whose `comment` field is the comment in its updated form.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
An edited date range or recipient can leave an old donation summary misleading.
- Responds to changed date or recipient context
- Reduces stale summaries
- Keeps the audit trail tied to the edited comment
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Daffy in Notis once.
- 2Create an automation that reruns the donation lookup using the updated comment context.
- 3Pick Task Comment Updated as the trigger.
- 4Choose a report channel and test by editing a donation note.
Questions about this workflow
What if the edit removes all search context?
Notis reports that the revised comment lacks enough detail.
Does it delete the previous report?
No. It sends a refreshed result to the selected report channel.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Folder Created
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Folder Deleted
Triggers when a Folder is deleted.
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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.).
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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.
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Tool to retrieve a list of gifts. use when you need to page or filter gifts.
List Deleted
Triggers when a List is deleted.
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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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