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Notis

Create Daffy gifts from Todoist tasks

Finish a giving task in Todoist and let Notis prepare the Daffy gift without another context switch.

Trigger

New Task Created

Trigger when a new task is added to Todoist.

Action

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

Why this helps

Donation tasks can sit unfinished because the details are spread across notes, charity pages, and finance reminders.

  • Removes duplicate data entry
  • Checks that recipient and amount are present
  • Keeps giving work attached to an existing task

Setup

Build it in a few focused steps.

  • 1Connect Todoist and Daffy in the Notis portal.
  • 2Create an automation and name it for Todoist giving tasks.
  • 3Describe that Notis should create a Daffy gift only when the task includes recipient details and an amount.
  • 4Pick the Todoist New Task Created trigger.
  • 5Choose a report channel, then test with one real giving task.

Questions about this workflow

What if the task is missing an amount?

Notis can report the missing detail instead of creating the gift.

Does this send the donation immediately?

The Daffy Create Gift action runs when the task provides the required details and your Daffy account permits it.

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.

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

New Task Created

Trigger when a new task is added to Todoist.

TriggerPolling

Get Contributions

Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.

ActionInstant

Get Donations

Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.

ActionInstant

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

ActionInstant

Get Gifts

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

ActionInstant

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

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.

Todoist and Daffy, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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