Review your Daffy profile quarterly
Keep account context current with a lightweight scheduled Daffy profile check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Profile details are often reviewed only after an issue exposes stale information.
- Supports account hygiene
- Provides predictable profile visibility
- Helps catch stale details sooner
Setup
Build it in a few focused steps.
- 1Connect Notis and Daffy in the portal once.
- 2Create an automation named Quarterly profile review.
- 3Describe that Notis should retrieve the authenticated Daffy profile and summarize relevant details.
- 4Pick the Notis recurring schedule trigger.
- 5Choose where reports go and test with one scheduled run.
Questions about this workflow
Can it update profile details?
No. This workflow retrieves the current profile.
How often should it run?
A quarterly schedule works well for periodic account hygiene, but choose your preferred cadence.
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.
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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
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 Slides and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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