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Notis

Create Daffy gifts from approved Drive requests

Put an approved donation request in Drive and let Notis create the corresponding Daffy gift when the required details are present.

Trigger

File Created

Triggers when a new file is created in Google Drive.

Action

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

Why this helps

Donation requests can sit in Drive while someone has to re-read the document and manually enter the gift.

  • Reduce repeated entry between a donation request and Daffy.
  • Keep gift creation tied to an explicit approval in the document.
  • Use a run report to see whether the gift was created.

Setup

Build it in a few focused steps.

  • 1Connect Google Drive and Daffy once in the Notis portal.
  • 2Create an automation and describe that an approved request with recipient details and amount should create a Daffy gift.
  • 3Pick the Google Drive File Created trigger.
  • 4Choose where Notis should send run reports.
  • 5Test with one real approved request that includes all required gift details.

Questions about this workflow

Will it create a gift from every new Drive file?

Describe the approval and required details in your instruction. Notis can analyze the file, but the document must provide the recipient details and amount.

What if the request is missing an amount or recipient?

The automation should avoid creating a gift when required details are missing and report the issue for follow-up.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Drive 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

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

Get Contributions

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

ActionInstant

File Created

Triggers when a new file is created in Google Drive.

TriggerPolling

Get Donations

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

ActionInstant

File Deleted or Trashed

Triggers when a file is moved to trash or permanently deleted in Drive.

TriggerPolling

Get Gift by Code

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

ActionInstant

File Shared (Permissions Added)

Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.

TriggerPolling

Get Gifts

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

ActionInstant

File Updated

Triggers when a file's metadata or content changes in Google Drive.

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

Google Drive Changes

Triggers when changes are detected in a Google Drive.

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

When this happens · Trigger

Do this · Action

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