Check your Daffy fund balance on request
Get the fund balance when a giving decision comes up, without opening another dashboard.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
A balance check can interrupt a decision when account context is spread across tools.
- Retrieve the authenticated fund balance on demand.
- Keep a balance check close to a Jira giving discussion.
- Get a concise report for the decision at hand.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation named Check Daffy fund balance.
- 3Tell Notis to retrieve the current fund balance and report the returned amount and any relevant response details.
- 4Choose a Notis webhook as the trigger and choose where run reports go.
- 5Test with one real webhook request.
Questions about this workflow
Does this workflow create or schedule a donation?
No. It retrieves and reports the fund balance.
What starts the check?
An HTTP request to the Notis webhook starts the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Daffy. A trigger fires from one place; an action lands in another.
Jira 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.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Project
Triggered when a new project is added in Jira
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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