Set a regular time to review your gifts
Put gift history on a schedule so reviewing your giving does not depend on remembering to open another app.
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
Without a recurring cue, reviewing gift activity can keep slipping behind the next urgent task.
- Get a recurring view of your gifts.
- Choose a review cadence that works for you.
- Keep the workflow focused on reporting, with no gift created.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to retrieve your gifts and summarize the results for review.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one run and check that the report contains the gift information you need.
Questions about this workflow
Can I choose how often it runs?
Yes. Choose the recurring schedule when selecting the schedule trigger.
Does it send a donation?
No. It retrieves your gifts for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Daffy. A trigger fires from one place; an action lands in another.
GitHub 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 Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
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.
GitHub and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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