Check your Daffy fund balance regularly
Put a balance check on a cadence that works for you and let Notis bring the returned Daffy balance into your report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
It is easy to postpone a fund balance check when it requires opening another account during a busy day.
- Make balance reviews a recurring habit without relying on memory.
- Receive the balance in a report channel you already use.
- Use the returned information to inform your own giving decisions.
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 your balance check.
- 3Tell Notis to retrieve your current Daffy balance and report the returned amount with the run time.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test one run and review the balance report.
Questions about this workflow
Does a balance check schedule make any gifts?
No. It retrieves the authenticated user's fund balance and reports it.
Can Notis compare the balance with a previous month?
Only if you supply or retain the earlier baseline. The balance action returns the current account balance, not a historical comparison by itself.
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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