Prepare a Daffy gift from an approved plan
Use a change to your giving plan to prepare the gift details you have already decided on.
Trigger
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Action
Search Non-Profits
Tool to search non-profit organizations by cause id and query text. use when you need to find nonprofits matching a search term or a specific cause.
Why this helps
An approved giving decision can stall when you still need to re-enter its details in your donor-advised fund.
- Use recipient and amount stated in the updated plan.
- Require explicit approval in the document before creating a gift.
- Report missing details instead of filling them in.
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Daffy once in the Notis portal.
- 2Create an automation for approved gift plans.
- 3In one instruction, tell Notis to create a gift only when the document explicitly marks the gift approved and contains the recipient and amount, otherwise report what is missing.
- 4Pick Document Updated as the trigger and choose where run reports go.
- 5Test with one real approved plan and confirm the reported result.
Questions about this workflow
Will it infer that a plan is approved from wording like 'maybe'?
The instruction should require an explicit approval marker. Uncertain language should result in a report and no gift creation.
What happens if the plan lacks a recipient or amount?
The automation should report the missing detail and not create a gift.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Daffy. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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.
Google Docs and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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