Turn a deal milestone into a charitable gift
Tie a meaningful business milestone to a charitable gift with a clear instruction and ready recipient details.
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
Remembering a planned gift after a deal closes or advances can get lost among sales follow-ups.
- Create a gift when the specified deal stage changes.
- Keep recipient and amount instructions tied to the workflow.
- Reduce missed giving commitments after a milestone.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Daffy once in the Notis portal.
- 2Create an automation named Deal milestone gift.
- 3Tell Notis the gift outcome, recipient details, and amount to use, and specify what to do if any required detail is missing.
- 4Choose HubSpot Deal Stage Updated as the trigger and select where run reports should go.
- 5Test with one real deal update and review the resulting gift.
Questions about this workflow
What information is needed to create a gift?
Daffy's create gift action requires recipient details and an amount. Supply them in your instruction or ensure they are present in the event context.
Can the trigger be limited to one particular deal stage?
The setup uses the available Deal Stage Updated trigger. State the intended stage in your instruction so Notis can assess the event context.
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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