Create a gift from a clear DM request
Keep a complete giving instruction in the conversation and let Notis carry out the requested Daffy action.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Moving a confirmed personal giving request from a DM into another tool adds avoidable friction.
- Uses a direct instruction rather than an inferred intent
- Avoids retyping complete gift details
- Provides a run report for follow-up
Setup
Build it in a few focused steps.
- 1Connect Slack and Daffy to Notis once in the portal.
- 2Create a new automation in the portal or tell Notis what it should do.
- 3Write one instruction to create a gift only when a DM explicitly requests it and includes recipient and amount, and to report when either detail is unclear.
- 4Select the Slack direct message trigger and choose the run-report channel.
- 5Test with one real, intentional DM gift request.
Questions about this workflow
Could a casual message create a gift?
Tell Notis to require a direct, explicit request to create the gift, plus a clear recipient and amount.
What if the request is ambiguous?
Notis should not create a gift and should report what needs clarification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Daffy. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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