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Keep contribution history review on schedule

A recurring review keeps fund contributions visible without relying on memory.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Contributions

Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.

Why this helps

Contribution history is easy to leave unchecked when there is no reminder to open the giving account.

  • Create a predictable prompt to review contribution history.
  • Retrieve Daffy contributions through the authenticated account.
  • Reduce the effort of remembering to check giving activity.

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, ask Notis to retrieve contribution history and summarize the returned records for your review.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Test with one real example and review the retrieved contribution history.

Questions about this workflow

Can this report only contributions from the last month?

Get Contributions retrieves contribution history and supports pagination. A date filter is not specified in the action description, so only request date filtering if the returned data or your provided context supports it.

Does this action retrieve donations too?

It retrieves contributions to the authenticated user's fund. Daffy's Get Donations is a separate action for donation history.

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.

TriggerScheduled

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.

ActionInstant

Charge Failed Trigger

Triggered when a direct charge fails in Stripe's legacy Charges API

TriggerInstant

Get Contributions

Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.

ActionInstant

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

Get Donations

Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.

ActionInstant

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

ActionInstant

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

Get Gifts

Tool to retrieve a list of gifts. use when you need to page or filter gifts.

ActionInstant

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

Get Non-Profit by EIN

Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.

ActionInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

Get User Causes

Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.

ActionInstant

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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