Start new giving lists with a balance check
Create a list for a new giving initiative and see whether Daffy funds are ready for it.
Trigger
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
New charitable plans can begin without anyone checking whether available funds support them.
- Set realistic giving plans
- Surface funding constraints early
- Create a repeatable kickoff
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Daffy in Notis once.
- 2Create an automation that retrieves the current Daffy fund balance for every new giving list.
- 3Choose New Task List Created and select a report channel.
- 4Test by creating one new giving list.
Questions about this workflow
Does this estimate future donations?
No. It reports the current Daffy balance only.
Can the list name guide the report?
Yes. Notis can use the new list name as context for the summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Daffy. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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 Tasks and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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