Review Daffy contributions on your schedule
Make contribution history easier to revisit by having Notis prepare a regular summary from the records Daffy returns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Why this helps
Giving history can be hard to review consistently when it means remembering to open the account and page through records.
- Create a recurring prompt to review contribution history.
- Summarize returned records in a report channel you choose.
- Reduce the need to remember a manual account check.
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 contribution review.
- 3Tell Notis to retrieve Daffy contributions and summarize the returned history, noting when additional pages are available.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one run and review the returned summary.
Questions about this workflow
Does this report all contributions at once?
The action can paginate through contribution history. The instruction should say to note when more pages are available, and the summary should reflect the records actually returned.
Can I choose how often it runs?
Yes. Choose the recurring schedule when setting up the automation in Notis.
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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