Review contributions with a new Drive giving budget
Put a new giving budget in Drive and bring your Daffy contribution history into the same review report.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Why this helps
Planning the next giving budget is slower when contribution records require a separate manual lookup.
- Pair a new budget document with retrieved Daffy contribution history.
- Make contribution review part of the budgeting workflow.
- Keep the history available in the run report.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Daffy once in the Notis portal.
- 2Create an automation that retrieves Daffy contributions when a new giving budget is created and reports the history with the file context.
- 3Pick the Google Drive File Created trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real budget file and review the returned contribution history.
Questions about this workflow
Does Daffy contribution history include the budget totals?
The action retrieves contribution history. Budget figures must come from the Drive file.
Can Notis compare the budget and contribution history?
Notis can analyze the file and returned history, as long as the relevant details are present in both.
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.
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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
File Created
Triggers when a new file is created in Google Drive.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
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.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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 Drive and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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