Review your Daffy causes monthly
Keep cause priorities visible when planning the next round of giving.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Why this helps
Cause preferences fade into the background when they are not reviewed alongside current plans.
- Keep giving priorities visible
- Support intentional charity selection
- Reduce repeated preference checks
Setup
Build it in a few focused steps.
- 1Connect Daffy in Notis once.
- 2Create an automation asking Notis to retrieve and summarize the authenticated user's Daffy causes.
- 3Pick a monthly Notis schedule.
- 4Choose a report channel.
- 5Test with one scheduled run.
Questions about this workflow
What user does it retrieve causes for?
The action uses the authenticated Daffy user.
Does it change my causes?
No. It only retrieves the current cause list.
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.