Review Daffy contributions after a profile update
Keep contribution context connected to the profile changes that may affect reconciliation.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Action
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Why this helps
Updated subscriber details can leave contribution history out of the review process.
- Support accurate reconciliation
- Reduce manual history checks
- Create a consistent review report
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Daffy once in the Notis portal.
- 2Create an automation asking Notis to retrieve Daffy contributions after a profile update.
- 3Pick the Mailchimp Profile Update Trigger.
- 4Choose a report channel for contribution results.
- 5Test with one real profile update.
Questions about this workflow
Does it alter contribution records?
No. It only retrieves contribution history.
Can it match by email?
Only when that matching context is available and appropriate in the returned data.
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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