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Notis

Review gifts when tasks move

Update your giving tasks and get a current Daffy gift summary in the same workflow.

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 Gifts

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

Why this helps

Gift follow up gets lost when task progress and giving records live in separate places.

  • Connect task progress with gifts
  • See active gift records quickly
  • Reduce follow up gaps

Setup

Build it in a few focused steps.

  • 1Connect Google Tasks and Daffy in Notis once.
  • 2Create an automation that retrieves Daffy gifts and relates them to the updated task context.
  • 3Select Task Updated, choose a report channel, and describe the review format you want.
  • 4Test with one updated task in the giving list.

Questions about this workflow

Can Daffy match a gift to a task automatically?

Only when the task includes a shared identifier or clear recipient details that Notis can use.

Does this change any gift?

No. It retrieves and summarizes gifts.

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.

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 Task Created

Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.

TriggerPolling

Get Contributions

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

ActionInstant

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.

TriggerPolling

Get Donations

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

ActionInstant

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.

TriggerPolling

Get Gift by Code

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

ActionInstant

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.

TriggerPolling

Get Gifts

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

ActionInstant

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.

TriggerPolling

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

When this happens · Trigger

Do this · Action

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