Monitor Daffy gifts weekly
Keep gift follow-up visible without another tracking spreadsheet.
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
Gift records can sit untouched after creation when no review cadence exists.
- Creates a dependable review point
- Surfaces follow-up items
- Reduces forgotten gifts
Setup
Build it in a few focused steps.
- 1Connect Daffy in Notis once.
- 2Create an automation named Weekly Daffy gift monitor.
- 3Tell Notis to retrieve Daffy gifts and highlight records that match your follow-up criteria.
- 4Pick a Notis cron trigger and report destination.
- 5Test with one manual retrieval.
Questions about this workflow
Where do follow-up criteria come from?
Include your criteria in the plain-language automation instruction.
Does it update gift status?
No. It retrieves and reports gift records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Daffy. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
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.
Timelinesai and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Daffy.