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Notis

Audit known Daffy gift codes on schedule

Give your audit routine a recurring check for the gift codes you track.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Gift by Code

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

Why this helps

Known gift records can go stale when audits rely on a manually maintained checklist.

  • Creates a repeatable audit step
  • Checks specific records directly
  • Surfaces current gift details

Setup

Build it in a few focused steps.

  • 1Connect Notis and Daffy in the portal once.
  • 2Create an automation named Gift code audit schedule.
  • 3Describe that Notis should retrieve Daffy gift details for the gift codes you provide and summarize changes or results.
  • 4Pick the Notis recurring schedule trigger.
  • 5Choose the report channel and test with one supplied gift code.

Questions about this workflow

Where do the gift codes come from?

Provide the codes in the automation context or the connected request source.

Can it discover unknown codes?

No. This action requires a specific unique gift code.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Slides to Daffy. A trigger fires from one place; an action lands in another.

Google Slides 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

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

TriggerPolling

Get Contributions

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

ActionInstant

Get Donations

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

ActionInstant

Get Gift by Code

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

ActionInstant

Get Gifts

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

ActionInstant

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

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

When this happens · Trigger

Do this · Action

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