Close the year with a clear giving summary
Collect the year's donation activity before deadlines and planning conversations arrive.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Year end giving summaries are stressful when records are assembled under time pressure.
- Reduce year end scramble
- Create a consistent annual record
- Support planning and review
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create a year end donation summary automation.
- 3Tell Notis to retrieve Daffy donations for the year and summarize totals, recipients, and dates.
- 4Pick a recurring schedule trigger for your year end date.
- 5Choose a report channel and test with one run.
Questions about this workflow
Can it use a fiscal year?
Specify the fiscal year dates in the automation instruction.
Does it provide tax advice?
No. It provides a donation history summary for your records.
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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