Schedule a cause based charitable gift
Keep a planned cause based gift moving with a repeatable scheduled instruction.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
A charitable commitment can get lost when it lives only in a personal reminder or note.
- Put a defined cause related gift on a recurring schedule.
- Keep the recipient and amount explicit in the instruction.
- Reduce the effort of repeating a planned giving task.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation by telling Notis the outcome in plain language, or use Automations, New Automation in the portal.
- 3In one instruction, provide the recipient and amount and describe the cause context for the scheduled gift.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real example and verify the recipient and amount.
Questions about this workflow
Does a cause id alone identify a gift recipient?
No. The Create Gift description requires recipient details and an amount. Supply a nonprofit recipient explicitly.
Can the schedule be monthly?
Choose a recurring schedule in Notis that matches your intended cadence. Confirm each scheduled run should create a gift.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Daffy. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Product Created Trigger
Triggered when a product is created in Stripe
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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