Keep donation history near active tasks
Update a giving task and get the Daffy donation history needed for the next decision.
Trigger
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.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Past donations are hard to reference when they are separated from current follow up tasks.
- Speed up reconciliation
- Keep prior giving visible
- Support accurate follow up
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Daffy in Notis once.
- 2Create an automation that retrieves Daffy donations and summarizes records relevant to the changed task.
- 3Pick Task Updated, select a report channel, and state the review format in one instruction.
- 4Test with a task that references a past donation.
Questions about this workflow
Can it find a donation by charity name?
Notis can use the task context to interpret results, but exact matching depends on the information returned by Daffy.
Does it alter donation records?
No. It only retrieves donation history.
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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