Review Daffy profile details quarterly
Keep account context current with a lightweight quarterly profile check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Profile and ownership details become outdated while giving operations continue around them.
- Keep account context current
- Support clean administration
- Catch unexpected profile changes
Setup
Build it in a few focused steps.
- 1Connect Daffy in Notis once.
- 2Create an automation instructing Notis to retrieve the authenticated Daffy profile.
- 3Pick a quarterly Notis schedule.
- 4Choose where run reports should go.
- 5Test with one scheduled run.
Questions about this workflow
Who can see the report?
Choose the report channel you use for private account reviews.
Does this update profile data?
No. It retrieves the current profile.
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.