Create Gift
Tool to create a new charitable gift. Use when you have recipient details and amount ready.
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Integrate Daffy
with your AI CRM
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.
Explore Triggers and Actions
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 (ready for donations) No parameters required. Returns balance information for the authenticated user only.
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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. Use this to view your contribution history, including deposits from bank accounts, credit cards, crypto, stocks, checks, wires, DAF transfers, and third-party payments. The response includes pagination metadata (count, current page, last page) to help navigate through multiple pages of results.
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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. Supports pagination and filtering by creation date. Note: Only public donations will be shown for users other than the authenticated account owner.
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Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. Use after obtaining the gift code.
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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.
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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.
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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.
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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 if the user hasn't selected any causes.
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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.
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Get User Profile
Tool to retrieve the authenticated user's profile. Use when you need details about the current user's account.
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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.
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How the Daffy integration works
The Daffy integration connects your Dench AI CRM directly to Daffy, so agents can read and act on your Daffy data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
12 actions are available for agents to invoke on your behalf. Every call runs through Daffy's own authorization, scoped to the account you connect.
Set up Daffy in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Daffy and click Connect — you'll authorize access through Daffy's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Daffy in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Daffy integration work with Dench?
The Dench Daffy integration connects your AI CRM to Daffy, so AI agents can work with your Daffy data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Daffy via Dench?
The Daffy integration currently exposes 12 actions, including Create Gift, Get Balance, Get Contributions, Get Donations, Get Gift by Code, and Get Gifts. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Daffy to Dench?
No. You connect Daffy from your Dench workspace using Daffy's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Daffy integration secure?
Connections are authorized through Daffy's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Daffy connection from your workspace settings at any time.