Make giving history easier to revisit
Set a gentle weekly check-in that brings your Daffy donation history back into view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Without a regular review, it can be hard to remember what has already been donated.
- Creates a predictable time for a giving review
- Summarizes donation history without manual navigation
- Keeps past giving visible for planning
Setup
Build it in a few focused steps.
- 1Connect Daffy to Notis once in the portal; connect Slack if Slack context is also needed.
- 2Create an automation in the portal or ask Notis to set it up conversationally.
- 3Write one instruction to retrieve Daffy donation history and provide a concise weekly recap.
- 4Pick a weekly recurring trigger and choose the channel for run reports.
- 5Test with a real run and check that the recap is useful.
Questions about this workflow
Does the schedule create donations?
No. It retrieves donation history for a recap.
Can I choose when it runs?
Choose the recurring schedule when creating the automation.
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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