Answer contribution history requests faster
When someone asks about funding history, let Notis pull the Daffy contribution record while you stay in Outlook.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Contribution questions trigger a manual search through old records and messages.
- Reduce record hunting
- Respond with current information
- Keep sensitive history in a controlled workflow
Setup
Build it in a few focused steps.
- 1Connect Outlook and Daffy in the Notis portal once.
- 2Create an automation named Contribution history request.
- 3Tell Notis to retrieve the requested Daffy contributions, summarize the returned records, and flag unclear date or scope requests.
- 4Pick New Outlook Message as the trigger.
- 5Choose a report channel and test with one history request.
Questions about this workflow
Does it send a reply?
No. It prepares a report for you to review.
Can it handle a date range?
It can use a date range stated in the message and report when the range is unclear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Daffy. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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