Bring donation history into the event plan
Before a giving event starts, see your Daffy donation history in the same workflow as your calendar.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Past donations are scattered from the meeting or event where they matter most.
- Prepare with prior giving context
- Reduce last minute searching
- Keep event preparation focused
Setup
Build it in a few focused steps.
- 1Connect Outlook and Daffy in the Notis portal once.
- 2Create an automation named Giving event history.
- 3Tell Notis to retrieve relevant Daffy donations and summarize patterns connected to the new event.
- 4Pick New Calendar Event as the trigger.
- 5Choose a report channel and test with one giving event.
Questions about this workflow
What history is relevant?
Notis can summarize returned donations using the event title, notes, and timing available.
Does it create a new donation?
No. It only retrieves donation history.
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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