Get a regular recap of Daffy donations
Set a recurring reminder for your giving history and let Notis prepare a Daffy donation recap for a quick review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Without a regular recap, donation history stays out of sight until you need to reconstruct it manually.
- Bring donation history back to your attention on a chosen cadence.
- Review a short summary rather than starting with a manual lookup.
- Keep the recap grounded in records Daffy returned.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create a new automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve your Daffy donations and summarize the records returned, noting if the history needs further paging.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test one run and check the recap against the returned records.
Questions about this workflow
Is this the same as a contribution recap?
No. This uses Daffy's donation history action, while a contribution review uses the separate contributions action.
Will the report include records that were not returned?
No. The recap should describe only the records retrieved and note when more paging may be needed.
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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