Add account context to donor follow-up
Give each request the account details needed for a faster next step.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Support work slows down when account context must be looked up separately.
- Reduce context switching
- Standardize donor support reports
- Prepare clearer next actions
Setup
Build it in a few focused steps.
- 1Connect Typeform and Daffy once in the Notis portal.
- 2Create a donor follow-up automation.
- 3Tell Notis to retrieve the authenticated Daffy profile after each response and summarize relevant account context with the request.
- 4Pick the New Form Response trigger.
- 5Choose a report channel and test with one submission.
Questions about this workflow
Is the profile tied to the respondent automatically?
The action retrieves the authenticated Daffy user's profile, so include any needed respondent matching context in your instruction.
Does it edit the profile?
No. It only retrieves profile details.
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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