Review Daffy funds while evaluating an opportunity
Bring your available Daffy balance into view when a Salesforce opportunity prompts a giving decision.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Checking fund capacity separately adds another context switch to an already busy decision.
- Bring fund balance into view during an opportunity review.
- Keep a balance check tied to the CRM event that prompted it.
- Support a human giving decision with current account information.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis in one instruction when an opportunity update warrants a balance check and how to summarize it.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports should go.
- 5Test with one real opportunity update.
Questions about this workflow
Does this workflow commit money from the fund?
No. It retrieves the authenticated user's Daffy fund balance for review.
Will every opportunity update trigger a balance check?
The event covers opportunity creations and updates. Describe the relevant updates in your instruction so Notis can decide when the check is useful.
When this happens · Trigger
Do this · Action
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.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
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.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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