Check Daffy balance from WhatsApp plans
Know what is available before committing to a gift.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Planning from an outdated balance creates delays and awkward follow-up.
- Provides current funding context
- Supports faster decisions
- Avoids unnecessary account switching
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Daffy in Notis once.
- 2Create an automation named WhatsApp giving balance check.
- 3Tell Notis to recognize donation planning messages and retrieve the authenticated Daffy fund balance.
- 4Choose the Timelinesai trigger and report destination.
- 5Test with a message describing an upcoming donation.
Questions about this workflow
Does it reserve funds?
No. It only retrieves and reports the current balance.
Who can see the result?
The report goes to the channel you choose during setup.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Daffy.