Add Daffy to your AI agent
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.
- Things your agent can do in Daffy
- 12
Things your AI can do in Daffy
Your FormWise AI can handle any of these in Daffy — on its own, without you needing to click a button.
Create Gift
PopularTool to create a new charitable gift. Use when you have recipient details and amount ready.
Get Balance
PopularRetrieve 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.
Get Contributions
PopularRetrieves 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.
Get Donations
PopularRetrieves 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.
Get Gift by Code
PopularTool to retrieve details of a specific gift by its unique code. Use after obtaining the gift code.
Get Gifts
PopularRetrieve 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)
PopularTool 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
PopularTool to retrieve a user's public profile information by username. Use when you need details about a specific user's account.
Get User Causes
PopularRetrieves 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.
Get User Donations
PopularTool 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
PopularTool to retrieve the authenticated user's profile. Use when you need details about the current user's account.
Search Non-Profits
PopularTool 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.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Daffy is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Daffy, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Daffy for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Daffy work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Daffy to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Daffy in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Daffy.
- 3
Hit "Connect"
Click "Connect Daffy" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Daffy
Build a quick AI Agent (it's like writing instructions, not code), and pick the Daffy actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Daffy for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Daffy workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Daffy users had before signing up
Do I need to know how to code?
Not even a little. If you can use Daffy today, you can set this up. You'll connect Daffy, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Daffy login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Daffy or delete everything any time.
What happens when Daffy updates their app?
We handle it. When Daffy adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Daffy takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Daffy — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Daffy on FormWise
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.
Connect Daffy once and your FormWise AI gets 12 things it can do inside it. That means your AI can handle the Daffy work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Daffy? Take a look at daffy.org.
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Stop doing the Daffy work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.