Add account context to new giving tasks
Capture the task and confirm the Daffy account behind the next giving action.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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
A task can be clear about the work but unclear about which donor account should own it.
- Clarify account ownership
- Improve handoffs
- Reduce setup questions
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Daffy in Notis once.
- 2Create an automation that retrieves the authenticated Daffy profile for each new task.
- 3Pick New Task Created, choose a report channel, and describe the context summary.
- 4Test with one new giving task.
Questions about this workflow
Will it infer a different donor account from the task?
No. It reports the authenticated Daffy profile only.
Can it create a gift too?
Use a separate workflow when a task includes complete recipient and amount details.
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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