Check gift records from Slack
Get the Daffy gift list when a conversation calls for a quick record check.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Why this helps
Checking existing gift records can pull attention away from the decision or follow-up at hand.
- Surfaces Daffy gift records on request
- Helps answer whether a gift is already recorded
- Keeps routine record checks quick
Setup
Build it in a few focused steps.
- 1Connect Slack and Daffy to Notis once in the portal.
- 2Create an automation in the portal or ask Notis for the automation conversationally.
- 3Write one instruction asking Notis to retrieve relevant Daffy gifts when a Slack channel message requests a gift-record check.
- 4Select the Slack channel message trigger and choose a run-report channel.
- 5Test with a real request to review gift records.
Questions about this workflow
Can the list be filtered?
The Daffy action can retrieve a list of gifts; state the relevant context in the request and ask Notis to report useful returned records.
Does this create gifts?
No. It retrieves gift records.
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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