+
Beyond-Bot.ai + daffy
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.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to daffy.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in daffy.
Trigger Workflows
Start automated workflows in daffy based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within daffy.
Daffy Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Daffy Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Daffy Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Daffy Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Daffy Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Daffy Get Gift By Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Daffy Get Non Profit By Ein
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Daffy Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Daffy Get User Profile
Tool to retrieve the authenticated user's profile. use when you need details about the current user's account.
Daffy 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.