Make your year-end giving plan actionable
Keep a year-end giving decision from getting buried during a busy close to the year.
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
Year-end work gets crowded, and planned gifts can be overlooked while other deadlines compete for attention.
- Set a scheduled action for a planned year-end gift.
- Keep recipient and amount details together.
- Review the run report when the gift is created.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation named Year-end giving plan.
- 3Tell Notis the recipient details and amount for the year-end gift.
- 4Choose an appropriate recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and review the result.
Questions about this workflow
Can Notis choose a year-end date automatically?
Choose the schedule in the automation setup and make sure it matches the date you intend.
Can I review before the gift is created?
This action creates the gift when the automation runs. Use an approval process that sends a webhook only after review if that is needed.
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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