Keep a monthly Daffy gift register
Maintain a simple recurring view of gifts without assembling it by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Why this helps
Gift records become hard to reconcile when reviews happen only after questions arise.
- Improve record visibility
- Reduce reconciliation effort
- Support clean operational handoffs
Setup
Build it in a few focused steps.
- 1Connect Daffy in Notis once.
- 2Create an automation describing the monthly gift register summary.
- 3Pick a Notis cron schedule.
- 4Choose where the register report should go.
- 5Test with one scheduled run.
Questions about this workflow
Can it focus on recent gifts?
Tell Notis to prioritize the latest records in the returned gift list.
Does it edit Daffy records?
No. It retrieves and summarizes gifts.
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.
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 Discord Message Trigger
Polls a specific Discord channel for new messages.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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.
Discord and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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