Close giving projects with a Daffy gift review
Archive the completed Trello card and receive a concise Daffy gift review.
Trigger
Card Archived Trigger
Triggered when a card is archived in the specified board
Action
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Why this helps
Completed giving tasks disappear from active boards without a reliable closeout record.
- Create a consistent closeout moment
- Find related gifts before filing work away
- Reduce forgotten follow-up
Setup
Build it in a few focused steps.
- 1Connect Trello and Daffy in Notis once.
- 2Create an automation instructing Notis to retrieve relevant Daffy gifts when a giving card is archived.
- 3Pick Trello Card Archived Trigger for the board.
- 4Choose where reports should go.
- 5Test by archiving one completed giving card.
Questions about this workflow
How are relevant gifts identified?
Notis uses the archived card's available context and your instruction to search or filter gifts.
Does archiving change Daffy data?
No. It retrieves gift information for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Daffy. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Activity Trigger
Triggered when there is activity in Trello.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
New Board Trigger
Triggered when a board is created in the specified workspace
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
New Card Trigger
Triggered when a card is created in the specified board
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello 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.