Review Daffy donation history with an updated giving plan
When your giving plan changes, pull your Daffy donation history into the same automation report for context.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
A revised giving plan and the record of past donations can live in separate places, making review harder.
- Bring donation history into the review of an updated plan.
- Reduce manual navigation between Drive and Daffy.
- See the retrieved history in a Notis 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 donation history when a giving plan changes and reports it for review.
- 3Pick the Google Drive File Updated trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real plan update and review the returned history.
Questions about this workflow
Does this compare the plan with donations automatically?
Notis can analyze the returned history alongside the updated plan. Any comparison depends on the information present in the file and the Daffy response.
Whose donation history is retrieved?
The action retrieves donation history for the authenticated Daffy user connected to 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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