Keep an annual giving commitment visible
Put an annual charitable commitment on a schedule that is easy to find and review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
A yearly commitment can slip past when its reminder is buried among recurring business tasks.
- Run the specified gift once per year on a schedule you choose.
- Keep gift details in one instruction.
- Receive a run report for review.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation named Annual giving commitment.
- 3Tell Notis the recipient details and annual gift amount.
- 4Choose an annual recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and confirm the report.
Questions about this workflow
Will this remind me before creating the gift?
This action creates a gift on the schedule you choose. If you need a review step, use a webhook from an approval process instead.
Can I change the annual amount later?
Yes. Update the instruction with the new amount before the next scheduled run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Daffy. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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