Review Daffy donation history when content matches
Connect new research to the giving history that can inform your next move.
Trigger
New CQL Content Match
Triggers when new Confluence content appears that matches a user-provided CQL query.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Past donations are easy to overlook when new research arrives in a separate knowledge base.
- Bring past giving into new research
- Reduce duplicate donations
- Make follow-up decisions with context
Setup
Build it in a few focused steps.
- 1Connect Confluence and Daffy in Notis once.
- 2Create an automation that reviews donation history against each matched content item.
- 3Pick New CQL Content Match as the trigger.
- 4Choose where the report should be delivered.
- 5Test with one query that matches a real charity topic.
Questions about this workflow
What does the workflow compare?
It compares the matched content context with Daffy donation history according to your instruction.
Can it prevent duplicates automatically?
It can flag likely duplicates in the report; any final action depends on your instruction and review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Daffy. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Confluence and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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