Send a scheduled Daffy balance snapshot
Get a dependable Daffy balance snapshot without remembering to check it manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
A missing balance check makes it harder to plan gifts with confidence.
- Creates predictable visibility
- Supports gift budgeting
- Works without a new task each time
Setup
Build it in a few focused steps.
- 1Connect Daffy in the Notis portal.
- 2Create an automation for recurring balance snapshots.
- 3Describe the balance summary and context you want in one instruction.
- 4Pick a recurring Notis schedule trigger.
- 5Choose a report channel and test one scheduled run.
Questions about this workflow
Can the snapshot go to a team channel?
Yes, select any available report channel during automation setup.
Is this a financial forecast?
No, it reports the current Daffy fund balance returned by the action.
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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No card. Works with personal or business Daffy.