Look up a gift after you send its code
When you send a gift code in an email, let Notis bring the matching Daffy details into your report for follow-up.
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
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Why this helps
Sending a gift code can lead to a second search when someone asks what happened with that specific gift.
- Tie a specific gift lookup to the sent email that carries its code.
- Avoid searching a broad list for one known gift.
- Prepare a record summary for the next follow-up.
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 name it for gift code follow-up.
- 3Tell Notis to retrieve the Daffy gift when a sent email contains a unique gift code and summarize the returned details.
- 4Choose Gmail Email Sent as the trigger and choose where run reports should go.
- 5Test with one sent message containing a gift code you can verify.
Questions about this workflow
What if the sent email contains no gift code?
The gift lookup requires a unique gift code. Notis should skip the lookup or report that the required code is missing.
Does this send anything to the recipient?
No. It retrieves gift details and reports them to your selected run report channel.
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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