Review Daffy contributions for new Zendesk users
Bring contribution history into the first support review without a separate research task.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Why this helps
Contribution history is easy to overlook when a new account enters the support queue.
- Surface contribution history earlier
- Reduce repeated research
- Create consistent review notes
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Daffy once in Notis.
- 2Create an automation for new user contribution review.
- 3Tell Notis to retrieve and summarize the authenticated user's Daffy contributions, noting when more pages are needed.
- 4Choose New User Created as the trigger and select a report destination.
- 5Test with one real Zendesk user event.
Questions about this workflow
Can the workflow retrieve every contribution?
Daffy supports pagination, so your instruction can ask Notis to continue when additional contribution pages are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Daffy. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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