+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.
Was du mit dieser Integration tun kannst
Dateneingabe automatisieren
Synchronisiere automatisch neue Kontakte oder Deals von Beyond-Bot.ai nach Daffy.
Kundenprofile anreichern
Nutze Beyond-Bot.ai, um neue Informationen zu finden und in Daffy zu ergänzen.
Workflows auslösen
Starte automatisierte Workflows in Daffy basierend auf Gesprächen mit deinem virtuellen Experten.
Verfügbare Aktionen
Diese Aktionen kann dein virtueller Experte in Daffy ausführen.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
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.
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.