Report Daffy gifts from an inbound event
Trigger a focused Daffy gift review whenever your finance or operations system sends an event.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Why this helps
Reconciliation requests arrive unpredictably, so a fixed routine can leave gift records unchecked.
- Starts reviews on demand
- Supports gift reconciliation
- Puts retrieved records in a consistent report
Setup
Build it in a few focused steps.
- 1Connect Daffy in the Notis portal.
- 2Create an automation to retrieve and summarize the relevant Daffy gifts.
- 3Describe the review outcome and any supplied filter context in one instruction.
- 4Pick a Notis webhook trigger and copy its endpoint.
- 5Choose a report channel and test with one real review event.
Questions about this workflow
What does the webhook need to include?
Include the review context or filters that Notis should use when retrieving gifts.
Can this replace accounting records?
It provides an operational report from Daffy and should be reconciled with your accounting process.
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
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.