Bring a user's Daffy causes into a request workflow
See the causes tied to a giving request without pausing to look them up manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Why this helps
Cause preferences can be spread across tools and hard to recall when responding to a new request.
- Retrieve causes for the user id supplied.
- Start the lookup from an HTTP request.
- Keep the cause list in the resulting report.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation named User causes request.
- 3Tell Notis to retrieve causes for the valid user id supplied in the request.
- 4Choose a webhook as the trigger and select where run reports should go.
- 5Test with one real request using a valid user id.
Questions about this workflow
What does this action require?
It requires a valid user id. Include it in the request or instruction.
Can it search nonprofits for those causes too?
This workflow retrieves cause records only. A separate nonprofit search workflow can use a cause id and query text.
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.
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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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