Connect a milestone to charitable giving
Mark meaningful progress with a charitable gift that has a clear plan and date.
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 gift tied to a milestone can be forgotten once the team moves on to the next goal.
- Tie a charitable gift to a milestone plan.
- Set the run schedule that fits your milestone.
- Keep the details ready for consistent follow-through.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation named Milestone reward gift.
- 3Tell Notis the recipient details and amount for the milestone gift.
- 4Choose a schedule that matches the planned milestone run and select where run reports should go.
- 5Test with one real example and review the created gift.
Questions about this workflow
Can this trigger when a milestone actually happens?
This version uses a schedule. If another system can send an HTTP request when the milestone occurs, you can use a webhook trigger instead.
Does the workflow know whether the milestone was reached?
No. A scheduled trigger runs on its schedule. Provide a webhook request from a process that confirms the milestone if you need event-based timing.
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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