Create Daffy gifts from approved CRM notes
Capture the decision once and let the gift follow through.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Why this helps
Approved giving decisions still get lost when someone must manually re-enter them in Daffy.
- Acts on explicit approval already recorded
- Reduces duplicate entry
- Reports missing recipient or amount details
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Daffy once in the Notis portal.
- 2Create an automation that creates a Daffy gift only when a new note states approval, recipient, and amount.
- 3Pick the Pipedrive New Note Received trigger.
- 4Choose a report channel and test with one approved note.
Questions about this workflow
How does Notis know a note is approved?
Define the approval wording and required details in your plain language instruction.
Will it create a gift from every note?
Only notes that meet the approval and detail conditions you specify should proceed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Daffy. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
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.
Pipedrive and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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