Connect Salesforce to Daffy

When something happens in Salesforce, Notis takes the next step in Daffy. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Salesforce to Daffy

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Turn a funded opportunity into a charitable gift

When a Salesforce opportunity is won, create a Daffy gift using the charity and amount specified in your instruction.

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Create a Daffy gift after a giving task is completed

When a Salesforce task is completed, create a gift only when its details and your instruction specify an approved recipient and amount.

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Find charities mentioned in new Salesforce leads

When a lead arrives, search Daffy for nonprofits matching the cause or charity terms specified in your instruction.

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Research nonprofits when a new contact shares a cause

Search Daffy for nonprofits related to cause or organization details in a newly created Salesforce contact.

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Verify a nonprofit EIN when its Salesforce account changes

When an account is created or updated with a nine-digit EIN, retrieve the nonprofit details from Daffy for review.

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Check Daffy balance when a giving opportunity changes

Retrieve your Daffy fund balance after a Salesforce opportunity update to support a giving decision.

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Bring Daffy profile context into contact review

When a Salesforce contact changes, retrieve your Daffy profile details for a concise giving account context report.

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Review Daffy donation history on a schedule

On a schedule you choose, retrieve Daffy donation history and ask Notis to summarize the returned records.

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Request a Daffy contribution history review

Start a webhook-triggered review of contributions recorded in your Daffy fund and receive a summary in your chosen channel.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Daffy. A trigger fires from one place; an action lands in another.

Salesforce 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

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Get Contributions

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

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Get Donations

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

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

Get Gift by Code

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

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Get Gifts

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

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

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

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Get User Causes

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

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.