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Check your Daffy balance before a giving event

Get your current Daffy fund balance shortly before a giving conversation or fundraiser on your calendar.

Trigger

Event Starting Soon

Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.

Action

Get Balance

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

Why this helps

A giving conversation can arrive before you have checked how much is available in your fund, leading to a last-minute account detour.

  • Bring your current fund balance into a timely calendar reminder.
  • Avoid opening Daffy at the last minute to check available funds.
  • Keep a giving conversation focused on the decision at hand.

Setup

Build it in a few focused steps.

  • 1Connect Google Calendar and Daffy to Notis once in the portal.
  • 2Create an automation by telling Notis the outcome you want, in a channel or under Automations, New Automation.
  • 3In one instruction, tell Notis to retrieve your Daffy fund balance and report it when a relevant giving event is starting soon.
  • 4Choose the Google Calendar Event Starting Soon trigger and set its advance notice in the trigger options.
  • 5Choose where run reports should go, then test with one real upcoming event.

Questions about this workflow

Which calendar events should prompt a balance check?

Use your instruction to describe relevant giving events. The trigger fires when a calendar event is within the configured number of minutes from starting.

Does this workflow make a gift?

No. It retrieves your fund balance so you can make a separate, deliberate giving decision.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Calendar to Daffy. A trigger fires from one place; an action lands in another.

Google Calendar 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

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.

TriggerPolling

Get Contributions

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

ActionInstant

Event Canceled or Deleted

Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.

TriggerPolling

Get Donations

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

ActionInstant

Event Starting Soon

Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.

TriggerPolling

Get Gift by Code

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

ActionInstant

Calendar Event Changes

**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).

TriggerInstant

Get Gifts

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

ActionInstant

Event Created

Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.

TriggerPolling

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

Calendar Event Sync

Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).

TriggerPolling

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.

Google Calendar and Daffy, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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