Check your Daffy balance when a gift request arrives
Get your fund balance into view when a giving request arrives, so you can consider the request with your available account funds in mind.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
A gift request can sit waiting while you switch to Daffy just to check the current fund balance.
- See account balance information in the context of the request.
- Reduce the extra step of opening Daffy for a basic check.
- Keep the decision in your hands with a report rather than an automatic gift.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Daffy once in the Notis portal.
- 2Create a new automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve your Daffy balance when a new email requests a charitable gift, then report the balance for your review without creating a gift.
- 4Choose New Gmail Message Received as the trigger and select where run reports should go.
- 5Test with one real gift request email and review the report.
Questions about this workflow
Will Notis make the requested gift?
No. This workflow retrieves the Daffy fund balance and reports it. It does not create a gift.
What if the email has no clear gift request?
The instruction should limit balance checks to messages that clearly request or discuss a charitable gift.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Daffy. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
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.
Gmail and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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