Review your Daffy balance after a giving total changes
A changed giving total can prompt a quick look at your current Daffy fund balance.
Trigger
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
A tracker may show a changed giving plan while the current available fund balance is out of view.
- Pair a changed aggregate with a current fund balance lookup
- Reduce context switching during giving reviews
- Get a run report when the check completes
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve your Daffy balance and summarize it with the changed metric when a giving total updates.
- 4Pick Aggregate Metric Changed as the trigger, then choose where run reports should go.
- 5Test with one real change to the monitored aggregate.
Questions about this workflow
Does this workflow make a donation?
No. It retrieves your fund balance so you can review it against the changed spreadsheet metric.
Which calculations can trigger it?
The event supports aggregate calculations including SUM, COUNT, AVG, MIN, and MAX on a target column, optionally filtered by a search column and value.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Daffy. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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 Sheets and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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