Hand off a confirmed charity gift
Give a clear gift decision a simple route from request to Daffy, with missing details called out before action.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A final charity choice can still require repetitive entry that delays follow-through.
- Start the workflow from an HTTP request.
- Require a confirmed recipient and amount.
- Avoid creating a gift from an unresolved charity search.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation and choose a webhook trigger.
- 3In one instruction, require the request to state explicit approval, the selected nonprofit, and amount before creating a gift.
- 4Choose where run reports go and use the automation's webhook entry point to start it.
- 5Test with one real, complete gift request.
Questions about this workflow
Can the workflow choose a nonprofit for me?
No. The webhook request should identify the confirmed recipient. If it does not, the automation should report that it needs a decision.
Can this run without a document?
Yes. A Notis webhook starts the workflow, and Daffy is the target 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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