Carry out your monthly giving plan
Keep planned monthly giving from being crowded out by the rest of your calendar.
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 giving plan is only useful when its monthly action happens consistently.
- Put the monthly gift action on a recurring schedule.
- Keep recipient and amount instructions together.
- Review each run through its report.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation named Monthly giving plan.
- 3Tell Notis to create the specified monthly gift and include the recipient details and amount.
- 4Choose a monthly recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and inspect the result.
Questions about this workflow
Does this workflow set the schedule for me?
You choose a recurring monthly schedule when selecting the trigger.
Can the same setup support multiple gifts?
Use a separate automation for each distinct gift instruction so each has clear recipient and amount details.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Daffy.