Check your Daffy balance after campaign activity
See whether your giving account can support the next campaign related commitment.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
You may discover too late that a planned gift exceeds available Daffy funds.
- Surface available funds promptly
- Support faster campaign decisions
- Keep a concise run report for review
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Daffy once in the Notis portal.
- 2Create an automation and state that each campaign event should retrieve the current Daffy balance.
- 3Pick the Mailchimp Campaign Trigger.
- 4Choose a report channel for balance results.
- 5Test with one real campaign event.
Questions about this workflow
Does this create a gift?
No. It retrieves the authenticated Daffy fund balance for review.
Can I use the result before approving a gift?
Yes. The run report gives you the balance context for your next decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Daffy. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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