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Get a Daffy user's causes when needed

When you have a valid user id, request the associated Daffy causes and get the returned list in a report.

Trigger

Webhook received

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

Action

Get User Causes

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

Why this helps

Cause context can be hard to find when it is separated from the request that needs it.

  • Retrieve the causes associated with a supplied user id.
  • Keep the results available in a report for review.
  • Avoid a manual lookup when the identifier is already known.

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 user cause lookup.
  • 3Tell Notis to retrieve the causes for the supplied valid Daffy user id and summarize the returned list.
  • 4Choose a Notis webhook trigger and select where run reports should go.
  • 5Test with one valid user id.

Questions about this workflow

What does this lookup require?

It requires a valid Daffy user id. The action retrieves causes for a specified user.

Can I use this to find nonprofits?

This action retrieves a user's causes. To search for nonprofit organizations, use the Daffy nonprofit search action.

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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