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Review Daffy gifts on a regular schedule

Give your Daffy gift list a regular review slot and keep follow-up in view.

Trigger

Recurring schedule

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

Action

Get Gifts

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

Why this helps

A gift list can grow without a reliable moment set aside to check it.

  • Retrieve a list of gifts on a recurring schedule.
  • Use returned gift details to prepare a focused review.
  • Reduce the need to remember to check gifts manually.

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 the gifts and summarize the returned list for review.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Test with one real example and review the returned list.

Questions about this workflow

Can the workflow filter gifts by recipient?

Get Gifts supports paging or filtering, but exact filter fields are not listed here. Use only criteria supported by the available action and returned data.

Will it send reminders for specific gifts?

The specified action retrieves gifts. A reminder can only be described from information available in the returned records and your instruction.

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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