Daffy Integration — Automate Daffy with AI on Beauto
Daffy is a modern platform for charitable giving, offering a donor-advised fund that allows users to set money aside, watch it grow tax-free, and donate to over 1.7 million charities in the U.S.
Category: fundraising · 12 actions available
What you can automate with Daffy
Beauto connects Daffy with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Daffy events, enrich Daffy data with AI, or sync Daffy with the rest of your stack — without writing code.
- Sync Daffy data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Daffy events and route the output anywhere
- Schedule recurring Daffy tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Daffy actions Beauto supports
- Create Gift — Tool to create a new charitable gift. Use when you have recipient details and amount ready.
- Get Balance — Retrieve the authenticated user's Daffy fund balance information. Returns four key financial metrics: - Total fund amount - Pending deposits (not yet processed) - Portfolio balance (invested funds) - Available balance (r
- Get Contributions — Retrieves paginated list of contributions made to the authenticated user's Daffy donor-advised fund (DAF). Contributions are private - this endpoint only returns contributions associated with the authenticated API key. U
- Get Donations — Retrieves the authenticated user's donation history from their Daffy account. Returns detailed information about each donation including amount, status, recipient nonprofit, fund details, and donation visibility. Support
- Get Gift by Code — Tool to retrieve details of a specific gift by its unique code. Use after obtaining the gift code.
- Get Gifts — Retrieve a paginated list of gifts associated with the user's Daffy account. Returns gifts with details including recipient name, amount, status, and shareable URLs. Supports pagination using limit and offset parameters.
- Get Non-Profit by EIN (v2) — Tool to retrieve detailed information about a non-profit organization by its EIN. Use when you need comprehensive non-profit details including location coordinates and causes.
- Get User by Username — Tool to retrieve a user's public profile information by username. Use when you need details about a specific user's account.
- Get User Causes — Retrieves the list of charitable causes associated with a user's Daffy fund. Use this action to discover which causes a user supports. The user_id can be obtained from the Get User Profile action. Returns an empty list i
- Get User Donations — Tool to retrieve public donations for a specific user by user ID. Use when you need to see a user's donation history. Limited to publicly visible donations only.
- Get User Profile — Tool to retrieve the authenticated user's profile. Use when you need details about the current user's account.
- Search Non-Profits — Tool to search non-profit organizations by cause ID and query text. Use when you need to find nonprofits matching a search term or a specific cause.