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Notis

Review every new giving brief version

Each meaningful brief revision can produce an updated set of Daffy options.

Trigger

New Version Created

Trigger that fires when a new version of a specified OneDrive file is created.

Action

Search Non-Profits

Tool to search non-profit organizations by cause id and query text. use when you need to find nonprofits matching a search term or a specific cause.

Why this helps

Important changes inside revised briefs are easy to miss before a donation decision.

  • Catch changed giving criteria
  • Keep options current
  • Create a review trail per version

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Daffy.
  • 2Create an automation for the specified brief.
  • 3Instruct Notis to inspect each new version and search Daffy for nonprofits matching the revised criteria.
  • 4Choose the New Version Created trigger and report destination.
  • 5Publish a test version and review the search summary.

Questions about this workflow

Can this target one file?

Yes, the New Version Created event is for a specified OneDrive file.

What should the report include?

Ask for the version context, search terms used, and matching nonprofit results.

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.

TriggerScheduled

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.

ActionInstant

Onedrivebasetrigger

Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

TriggerPolling

Get Contributions

Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.

ActionInstant

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Get Donations

Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.

ActionInstant

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

TriggerPolling

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

ActionInstant

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Get Gifts

Tool to retrieve a list of gifts. use when you need to page or filter gifts.

ActionInstant

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Get Non-Profit by EIN

Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.

ActionInstant

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.

TriggerPolling

Get User Causes

Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.

ActionInstant

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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