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Notis

Retrieve gift details on demand

Give support and finance requests a direct path to the right gift record.

Trigger

Webhook received

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

Action

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

Why this helps

Searching for one gift manually slows responses when someone already has the code.

  • Resolve gift questions faster
  • Reduce record searching
  • Provide consistent lookup reports

Setup

Build it in a few focused steps.

  • 1Connect Daffy once in the Notis portal.
  • 2Create a gift lookup automation.
  • 3Tell Notis to retrieve the Daffy gift matching the code in each webhook request and summarize its details.
  • 4Choose a webhook trigger.
  • 5Select a report channel and test with one valid code.

Questions about this workflow

What must the webhook include?

It must include the unique Daffy gift code.

Can it search without a code?

This action requires a gift code, so missing codes should be reported for follow-up.

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.

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 Form Response

Triggers when a respondent completes and submits the form.

TriggerInstant

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.

Typeform and Daffy, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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