Review related Daffy gifts from Coda
Update your giving plan in Coda and get a focused view of related Daffy gifts.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Action
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Why this helps
Gift history takes too long to review when it is separated from current planning notes.
- Brings history into planning context
- Helps spot prior gifts before another decision
- Reduces manual browsing
Setup
Build it in a few focused steps.
- 1Connect Coda and Daffy in Notis once.
- 2Create an automation for gift history reviews.
- 3Tell Notis to read the updated giving plan context and retrieve relevant Daffy gifts, noting that search criteria may need user supplied identifiers.
- 4Pick the Specific Coda Page Updated trigger and choose where reports go.
- 5Test it with one plan page containing useful search context.
Questions about this workflow
What context improves the results?
Include recipient names, gift codes, or other identifiers available in your Coda page.
Does this create or edit gifts?
No. It retrieves a list for review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Daffy.