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Notis

Audit Daffy gift codes on schedule

Keep gift code follow ups from disappearing into old messages and notes.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

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

Outstanding gift codes are easy to lose track of after the original conversation ends.

  • Reduce dropped follow ups
  • Keep gift details current
  • Create a clear review queue

Setup

Build it in a few focused steps.

  • 1Connect Daffy in Notis once.
  • 2Create an automation describing the gift code audit and the codes to check.
  • 3Pick a Notis cron schedule.
  • 4Choose the report destination.
  • 5Test with one scheduled run.

Questions about this workflow

Where are the gift codes supplied?

Provide the codes in the automation context or maintained instruction.

What if a code is invalid?

The report can flag the lookup failure for follow up.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Discord to Daffy. A trigger fires from one place; an action lands in another.

Discord 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

New Discord Message Trigger

Polls a specific Discord channel for new messages.

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 Member Joined

Triggered when a new member joins a Discord server (guild) you manage.

TriggerPolling

Get Donations

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

ActionInstant

Message Reaction Added

Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.

TriggerPolling

Get Gift by Code

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

ActionInstant

New Thread Created

Triggered when a new thread is created in a Discord channel within a monitored server.

TriggerPolling

Get Gifts

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

ActionInstant

Message Edited

Triggered when an existing message in a monitored Discord channel is edited.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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