Review Daffy donation history on a schedule
Get a regular view of recent giving without manually paging through donation history.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Giving history is easy to overlook when reviewing it requires another manual check and context switch.
- Make donation history easier to review regularly.
- Receive a concise summary of returned activity.
- Reduce manual history checks.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation named Review Daffy donation history.
- 3Tell Notis to retrieve the authenticated user's donation history and summarize the returned activity, noting if the response is paginated.
- 4Pick a Notis schedule as the trigger and choose where run reports go.
- 5Test with one real run.
Questions about this workflow
Can the workflow summarize every donation ever made?
It can summarize the donation history returned by Daffy. If results are paginated, the instruction should report that or request additional pages when available.
Can I choose how often it runs?
Yes. Select the schedule when choosing the Notis cron trigger.
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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