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Notis

Bring account context into a spreadsheet update

A change in your giving tracker can prompt an up-to-date profile lookup for your review.

Trigger

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.

Action

Get User Profile

Tool to retrieve the authenticated user's profile. use when you need details about the current user's account.

Why this helps

After editing a tracker, you may need to switch apps to recall relevant account details.

  • Retrieve your profile after a relevant range change
  • Keep the lookup close to the spreadsheet update
  • Make account-context checks easier to resume

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 profile and include a brief account-context summary when the selected range changes.
  • 4Pick Cell Range Values Changed as the trigger, then choose where run reports should go.
  • 5Test by changing one real value in the selected range.

Questions about this workflow

Which profile does it retrieve?

The action retrieves the authenticated user's Daffy profile.

Can this trigger on any spreadsheet edit?

It watches the specific cell or range you select, rather than all spreadsheet edits.

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.

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

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.

TriggerPolling

Get Contributions

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

ActionInstant

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.

TriggerPolling

Get Donations

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

ActionInstant

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.

TriggerPolling

Get Gift by Code

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

ActionInstant

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.

TriggerPolling

Get Gifts

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

ActionInstant

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.

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

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.

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

When this happens · Trigger

Do this · Action

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