Review Daffy account details after a sent email
Use an email you send about your giving account as a cue to bring your Daffy profile details into a single report.
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 User Profile
Tool to retrieve the authenticated user's profile. use when you need details about the current user's account.
Why this helps
Account follow-up can mean reopening the giving portal and searching for details you have already supplied or need to confirm.
- Bring profile information into the follow-up you are already handling.
- Reduce repeated portal visits for account details.
- Receive a summary to review before sharing or acting on it.
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 profile review.
- 3Tell Notis to retrieve your Daffy profile after a sent email explicitly requests a giving account detail check, then summarize the result for your review.
- 4Choose Gmail Email Sent as the trigger and select where run reports should go.
- 5Test with one real sent message about your Daffy account.
Questions about this workflow
Does this change my Daffy profile?
No. The selected action retrieves your authenticated user's profile details for reporting.
Will every email trigger a profile lookup?
The automation starts from sent mail. Its instruction should limit the lookup to messages that clearly request a Daffy account detail check.
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.
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Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
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Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Get Gifts
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Get Non-Profit by EIN
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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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