Follow through on deal-linked giving commitments
Keep a promised charitable gift attached to the business milestone that prompted it.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
A commitment made during a busy sales cycle can disappear once attention shifts to the next deal task.
- Put a specified commitment into action after a deal update.
- Use a recipient and amount defined by your instruction.
- Keep the gift run report alongside your automation.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Daffy once in the Notis portal.
- 2Create an automation named Deal giving commitment.
- 3In one instruction, describe the commitment, recipient details, amount, and how to handle missing information.
- 4Choose HubSpot Deal Stage Updated as the trigger and select where run reports should go.
- 5Test with one real deal update and confirm the gift details.
Questions about this workflow
Can the amount be calculated as a percentage of deal value?
Only use a calculation if the deal event provides the needed value and your instruction clearly describes it. Otherwise provide the exact amount.
Does Notis choose which charities receive the gift?
No. Specify the recipient details required by the gift action.
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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