Create Daffy gifts from giving commitment emails
Send the commitment email and let Notis carry the gift details into Daffy, so the follow-through does not get lost between inbox and giving account.
Trigger
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.
Action
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Why this helps
A decision to give can be easy to lose track of once the email is sent and other founder work takes over.
- Reduce duplicate entry after making a giving commitment.
- Keep the intended charity and amount close to the email that confirms them.
- Use a sent message as the prompt for a Daffy 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 name.
- 3Tell Notis to create a Daffy gift when a sent email clearly confirms a nonprofit and amount, and to ask you when either detail is unclear.
- 4Choose Gmail Email Sent as the trigger and select where run reports should go.
- 5Test with one real commitment email and review the resulting gift.
Questions about this workflow
What should the sent email include?
It should make the intended nonprofit and gift amount clear. Notis should ask you to clarify missing or ambiguous details before creating a gift.
Does this run when I receive an email?
No. This workflow uses the Gmail Email Sent trigger, so it starts after a message is sent by your authenticated Gmail user.
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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