Add balance context to every donation request
See the account balance alongside the requested amount before deciding what happens next.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Donation requests stall when balance checks happen in a separate manual step.
- Speed up request review
- Reduce avoidable back and forth
- Keep funding context visible
Setup
Build it in a few focused steps.
- 1Connect Typeform and Daffy once in the Notis portal.
- 2Create a donation request balance automation.
- 3Tell Notis to retrieve the Daffy balance after each response and compare it with the requested amount included in the response.
- 4Pick the New Form Response trigger.
- 5Choose a report channel and test with one request.
Questions about this workflow
Does it approve the request?
No. It reports balance context for a person to review.
What if the amount is missing?
Notis can flag the missing amount instead of making a comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Daffy. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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