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Turn Coda gift codes into complete Daffy records

Add the gift code to Coda and get the full Daffy gift details back in your report.

Trigger

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

Action

Get Gift by Code

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

Why this helps

Gift codes are easy to store but inconvenient to look up one at a time.

  • Makes gift verification quick
  • Keeps code based lookups tied to the record
  • Provides a complete action report

Setup

Build it in a few focused steps.

  • 1Connect Coda and Daffy in Notis once.
  • 2Create an automation for gift code lookups.
  • 3Tell Notis to read the gift code from the updated page and retrieve the matching Daffy gift details.
  • 4Pick the Specific Coda Page Updated trigger and choose the report channel.
  • 5Test it with one page containing a valid gift code.

Questions about this workflow

Where does the code come from?

Use the unique gift code returned by Daffy after a gift is created.

What if the code is invalid?

The report can show that Daffy could not find a gift for the supplied code.

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.

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

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

Get Contributions

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

ActionInstant

New Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

Get Donations

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

ActionInstant

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

Get Gift by Code

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

ActionInstant

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

Get Gifts

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

ActionInstant

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

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.

Coda and Daffy, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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