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Notis

Get your Daffy profile details when needed

Request your Daffy profile when a follow-up calls for account context and have the returned details ready in your report channel.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

A simple account detail question can require another portal visit when profile information is not close at hand.

  • Retrieve authenticated profile details on demand.
  • Bring account context into your regular report channel.
  • Use the returned information for a focused follow-up.

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 profile retrieval.
  • 3Tell Notis to retrieve your authenticated Daffy profile and summarize the returned account details.
  • 4Choose a Notis webhook trigger and select where run reports should go.
  • 5Test with one request and review the profile summary.

Questions about this workflow

Does the webhook request need a user id?

The profile action retrieves the authenticated user's profile, so the request does not need to identify another user.

Does this update my account?

No. It retrieves profile details for reporting.

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.

TriggerScheduled

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.

ActionInstant

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.

TriggerPolling

Get Contributions

Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.

ActionInstant

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

Get Donations

Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.

ActionInstant

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

ActionInstant

Get Gifts

Tool to retrieve a list of gifts. use when you need to page or filter gifts.

ActionInstant

Get Non-Profit by EIN

Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.

ActionInstant

Get User Causes

Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.

ActionInstant

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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