Run a Daffy gift audit from Slack
Make quarterly giving reviews easier to start and easier to finish.
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
Audit requests become vague threads without a clear records review.
- Creates a repeatable audit request
- Surfaces missing follow-ups
- Keeps review context together
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Daffy in Notis
- 2Create an automation named Quarterly Gift Audit
- 3Tell Notis to retrieve the requested Daffy gifts and summarize gaps or follow-ups
- 4Pick Channel Message Received as the trigger
- 5Choose report delivery and test with one audit request
Questions about this workflow
Can the request specify a period?
Yes. Include the desired period or filters in the channel message.
Does this alter gift records?
No. It only retrieves and reviews them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Daffy. A trigger fires from one place; an action lands in another.
Slackbot 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.
Slackbot and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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