Turn approved Coda giving plans into Daffy gifts
Update an approved giving page in Coda and let Notis create the ready-to-submit Daffy gift.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Approved giving plans often wait for someone to reenter the same details in another system.
- Removes duplicate data entry
- Acts only when recipient and amount are ready
- Keeps the approval record in Coda
Setup
Build it in a few focused steps.
- 1Connect Coda and Daffy in Notis once.
- 2Create an automation for approved gift creation.
- 3Tell Notis to read the updated Coda page and create a Daffy gift only when it clearly contains a confirmed recipient and amount.
- 4Pick the Specific Coda Page Updated trigger and choose where run reports go.
- 5Test it with one approved giving page.
Questions about this workflow
Will it create a gift from any page edit?
The instruction should require a confirmed recipient and amount before creating the gift.
Can I review the result?
Yes. Notis reports the Daffy response after the action runs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Daffy. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Coda Document Trigger
Triggers when a new Coda document is created.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
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.
Coda and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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