Integrations / Fundraising
Connect Daffy to WhatsApp with an AI agent
Flann is an AI agent your business talks to on WhatsApp. Connect Daffy once, then ask Flann to look things up in it or get work done in it, by text or voice note. Here is what changes when Daffy talks to Flann.
12 actions in Daffy. 11 only look things up, and 1 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Daffy
Send any of these on WhatsApp, in your own words. Flann finds the right Daffy action and fills in the details from the conversation.
“Show me my gifts in Daffy.”
“Find Non-Profits in Daffy.”
“Look up the balance in Daffy.”
“Create a gift in Daffy.”
What Flann can work with in Daffy
Daffy gives Flann 12 actions across 7 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Gifts | createlook up | 3 |
| Donations | look up | 2 |
| Non-Profits | look upsearch | 2 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Daffy.
| Compare | Opening DaffyLog in, find it, do it | A fixed workflowTriggers built in advance | Daffy through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up | By hand, screen by screen | Only the look-ups someone built | 11 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 1 change, made from a message |
| Daffy records | All of them, one screen at a time | Only the ones you wire up | 7 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your Daffy API key, once |
YesPartlyNo
Step by step: Daffy jobs you can hand to Flann
Each step below names the Daffy action Flann actually runs.
Create a gift from a voice note
- You message Flann on WhatsApp: “Create a gift in Daffy with these details.”
- Flann runs
Get Gift by Codein Daffy and shows you what it found. - Flann runs
Create Giftin Daffy. - Flann creates it in Daffy and confirms in the chat.
Get answers about your donations
- You message Flann on WhatsApp: “What is the latest on our donations in Daffy?”
- Flann runs
Get DonationsandGet User Donationsin Daffy and shows you what it found. - Nothing in Daffy is changed: these are look-ups, so they run straight away.
Check your Non-Profits from WhatsApp
- You message Flann on WhatsApp: “Show me where our Non-Profits in Daffy stand.”
- Flann runs
Search Non-ProfitsandGet Non-Profit by EIN (v2)in Daffy and shows you what it found. - Nothing in Daffy is changed: these are look-ups, so they run straight away.
Repetitive Daffy work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Matching payments to invoices
Today
Bank lines arrive in Daffy with vague references, and you match them against open invoices one at a time. A single partial payment can unravel the whole session.
With Flann
“Match this week’s bank payments to invoices in Daffy and flag anything that does not fit.”
Using amounts, names and references, Flann pairs each incoming payment in Daffy with the invoice it most likely settles. Partial payments and strays go on a separate list.
What you stop doing: No more scrolling bank lines hunting for the invoice they belong to.
Receipts without the shoebox
Today
Paper receipts collect in the car, the wallet and the till drawer. At quarter end you key each one into Daffy from a crumpled pile.
With Flann
“Here is the fuel receipt from this morning, put it against the Ahmed job.”
Send a photo and Flann reads the supplier, date, amount and tax straight off it. It then prepares the expense in Daffy, coded to the job you named, with the image attached so your accountant can see the original.
What you stop doing: Quarter end no longer starts with a pile of faded paper.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Daffy
- Search for Daffy in Flann’s Connectors.
- Paste your Daffy API key into the secure form Flann opens. You will find the key in your Daffy account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Daffy action and fills in the details.
Look-ups run as soon as you ask and change nothing in Daffy. You can disconnect Daffy from Connectors at any time.
Ways to use Daffy with Flann
Find the slow payers
Ask which customers pay late. Flann reads the history in Daffy and gives you the short list, so you decide who gets a nudge.
Chase what is owed
Ask Flann who still owes you. It checks Daffy, lists the open items and drafts a reminder for each customer.
Your month in one message
Ask “how did we do this month?” and Flann answers from Daffy in plain words, on your phone, between customers.
Everything Flann can do in Daffy
The full list of Daffy actions available to Flann once you connect it.
Looks up 11
- Get Balance
- Get Contributions
- Get Donations
- Get Gift by Code
- Get Gifts
- Get Non-Profit by EIN (v2)
- Get User by Username
- Get User Causes
- Get User Donations
- Get User Profile
- Search Non-Profits
Changes 1
- Create Gift
More Fundraising apps Flann works with
SquareCommon questions
What can Flann do with gifts in Daffy?
Flann can create and look up gifts in Daffy, using 3 actions (Create Gift, Get Gift by Code, Get Gifts). Looking up runs straight away and changes nothing. The other actions create or change gifts in Daffy.
What can Flann do with donations in Daffy?
Flann can look up donations in Daffy, using 2 actions (Get Donations, Get User Donations). All of them only look things up, so they run straight away.
How does Flann connect to Daffy?
Open Connectors in Flann, choose Daffy and paste your Daffy API key into a secure form. You will find the key in your Daffy account settings. Once it is connected, Flann can use 12 actions in Daffy.
Can I use Daffy from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Daffy for you. You do not need to open Daffy.
Is Daffy included in my Flann plan?
Yes. Every Flann plan includes every app, Daffy included.