Prepare a quarterly Daffy giving review
Receive a quarterly Daffy donation summary that is ready for your finance review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Quarterly reviews become stressful when donation history must be gathered manually at the last minute.
- Reduces quarter-end admin
- Highlights records for follow-up
- Creates a repeatable review artifact
Setup
Build it in a few focused steps.
- 1Connect Daffy in the Notis portal.
- 2Create an automation for quarterly donation reviews.
- 3Describe the period and review questions Notis should use in one instruction.
- 4Pick a recurring Notis schedule trigger.
- 5Choose a report channel and test with one scheduled run.
Questions about this workflow
Can it summarize a specific quarter?
State the quarter and date context in the automation prompt so Notis can retrieve the relevant history.
Will it identify missing records?
It can flag gaps or ambiguity in the returned donation history for manual follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Daffy. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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