Make monthly gift reconciliation easier
Start reconciliation with an organized view of the records that changed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Why this helps
Monthly reconciliation becomes a scramble when gift records are gathered at the last minute.
- Shorten reconciliation prep
- Surface changed records
- Create a repeatable monthly process
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create a monthly reconciliation automation.
- 3Tell Notis to retrieve Daffy gifts and organize them for reconciliation against the baseline or report you provide.
- 4Pick a recurring schedule trigger.
- 5Choose a report channel and test with one run.
Questions about this workflow
What baseline should I provide?
Use the prior gift report or another record set your team reconciles against.
Will it alter Daffy records?
No. It prepares a review report only.
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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No card. Works with personal or business Daffy.