Keep your giving profile in reach after outreach
After you send an outreach message, get the Daffy profile context needed for the next step.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Get User Profile
Tool to retrieve the authenticated user's profile. use when you need details about the current user's account.
Why this helps
Outreach creates follow up work, but account context is often missing when you need it.
- Keep account details accessible
- Reduce repeated portal visits
- Make follow up more consistent
Setup
Build it in a few focused steps.
- 1Connect Outlook and Daffy in the Notis portal once.
- 2Create an automation named Outreach profile refresh.
- 3Tell Notis to retrieve the authenticated Daffy profile after a giving outreach message and summarize useful follow up context.
- 4Pick New Sent Message as the trigger.
- 5Choose a report channel and test with one outreach message.
Questions about this workflow
Does it expose profile data in the email?
It sends the report to the Notis channel you choose.
Does it modify the profile?
No. This workflow only retrieves profile information.
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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