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Notis

Fetch a Daffy profile for an inbound request

Give account onboarding and support flows a current Daffy profile check when they need one.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get User Profile

Tool to retrieve the authenticated user's profile. use when you need details about the current user's account.

Why this helps

Support and operations tasks slow down when profile details require a separate manual lookup.

  • Speeds account context checks
  • Keeps profile data current at request time
  • Standardizes support reports

Setup

Build it in a few focused steps.

  • 1Connect Daffy in the Notis portal.
  • 2Create an automation to retrieve the authenticated Daffy profile.
  • 3Describe the profile fields and summary needed for the inbound request.
  • 4Pick a Notis webhook trigger and use its endpoint.
  • 5Choose a report channel and test with one approved request.

Questions about this workflow

Whose profile does it retrieve?

Get User Profile retrieves the authenticated user's Daffy profile.

Does it update profile information?

No, this action retrieves profile details only.

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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