Review Daffy gifts on a regular cadence
Keep your Daffy gift list in view with a scheduled review that gathers the returned records into a concise report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Why this helps
Gift details become another task to look up when a follow-up question arrives and the list has not been reviewed recently.
- Prompt a regular look at your Daffy gift records.
- Summarize returned gifts in one report.
- Make additional pages visible when the list is larger than one result set.
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 gift review.
- 3Tell Notis to retrieve your Daffy gifts and summarize the records returned, noting when more pages are available.
- 4Choose a recurring schedule and choose where run reports should go.
- 5Test with one real run and review its summary.
Questions about this workflow
Can this look up one specific gift?
This workflow lists gifts. For details on a known gift code, use a separate workflow based on Daffy's Get Gift by Code action.
Will it list every gift automatically?
The action supports paging. Notis should summarize the returned records and note when further pages may be available.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Daffy.