Get a scheduled Daffy fund balance check
Set a recurring reminder to retrieve your Daffy fund balance and make it easy to review in your Notis reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Checking available giving funds can slip when it depends on remembering to open another app.
- See the fund balance in a recurring run report.
- Reduce the need to remember a manual balance check.
- Keep the report destination consistent.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation asking Notis to retrieve your authenticated fund balance and report it.
- 3Pick a recurring schedule trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real balance check and confirm the report.
Questions about this workflow
Does this move or donate funds?
No. It retrieves and reports the authenticated user's fund balance.
Can it check the balance on a chosen cadence?
Yes. Choose a recurring schedule as the trigger when creating the automation.
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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