Check Daffy balance from a new giving budget
Create the budget and immediately see how it compares with available Daffy funds.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Budget planning can drift from reality when the current fund balance is not checked.
- Ground budgets in current funds
- Speed financial review
- Reduce avoidable planning gaps
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Daffy.
- 2Create an automation for new giving budget files.
- 3Tell Notis to retrieve the Daffy balance and summarize any obvious planning implication from the budget context.
- 4Choose File Created and a report channel.
- 5Create one sample budget and review the report.
Questions about this workflow
Will it approve the budget?
No. It only retrieves the current Daffy balance and summarizes the provided context.
Can it compare multiple budgets?
Ask Notis to compare them when the relevant files are included in the event context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Daffy. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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