Check your Daffy giving balance from WhatsApp
Ask about your giving balance in the chat you already use and have the latest Daffy figure ready in your run report.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Switching between a giving question and your donor-advised fund account adds friction when you are trying to make a simple plan.
- Respond to a balance request from WhatsApp
- Retrieve the authenticated user's current fund balance
- Have the result ready before planning a gift
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Daffy once in the Notis portal.
- 2Create an automation by naming it and describing the balance lookup in one plain-language instruction.
- 3Pick New Message Received as the trigger.
- 4Choose where run reports should go, then test with one real balance request.
Questions about this workflow
Does this check someone else's fund?
The action retrieves the authenticated user's fund balance. It does not accept a different person's account as the lookup target.
Does the workflow contribute money to the fund?
No. It retrieves the current balance only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Daffy. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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