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Notis

Get your Daffy gift list when needed

Request your gift list when a follow-up comes in and have Notis summarize what Daffy returns.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Gifts

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

Why this helps

Looking for a gift record can become a time consuming detour if you have to page through the list by hand.

  • Retrieve a gift list when a specific question arises.
  • Get a concise summary of returned records.
  • See when further paging may be needed.

Setup

Build it in a few focused steps.

  • 1Connect Daffy once in the Notis portal.
  • 2Create a new automation in Automations, New Automation, and name it for gift list retrieval.
  • 3Tell Notis to retrieve your Daffy gifts and summarize the records returned, noting if more pages are available.
  • 4Choose a Notis webhook trigger and choose where run reports should go.
  • 5Test with one real request and review the output.

Questions about this workflow

Can I retrieve just one gift?

This action retrieves a list of gifts. For a specific gift, use its unique code with Daffy's Get Gift by Code action.

Does the list include every page?

The action supports paging. The automation should report when further pages may be available.

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.

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

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.

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 Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

Get Donations

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

ActionInstant

Get Gift by Code

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

ActionInstant

Get Gifts

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

ActionInstant

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.

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

When this happens · Trigger

Do this · Action

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