Check existing gifts when a new plan begins
Start a giving plan with a view of the Daffy gifts you have already recorded.
Trigger
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.
Action
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Why this helps
A new plan can overlap with existing gifts when there is no easy reminder to check the list.
- Retrieve a list of Daffy gifts for review.
- Add existing gift context when a new plan begins.
- Help spot possible overlap for a person to assess.
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Daffy once in the Notis portal.
- 2Create an automation for new plan gift reviews.
- 3In one instruction, ask Notis to retrieve Daffy gifts and report any potentially relevant records alongside the new document.
- 4Pick New Document Created as the trigger and choose where run reports go.
- 5Test with one real giving document and review the returned gifts.
Questions about this workflow
Does this automatically prevent duplicate donations?
No. It retrieves gift records for review and does not establish a complete history or block future gifts.
Can the gift list be filtered?
The available action retrieves a list and supports paging or filtering. Any filter must use options available to the action.
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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