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Notis

Verify a nonprofit before sending a gift

Confirm the organization behind an EIN before money moves.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Non-Profit by EIN

Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.

Why this helps

A mistyped or outdated nonprofit identifier can create uncertainty at the final donation step.

  • Confirm the intended organization
  • Catch identifier mistakes early
  • Create a reliable handoff to giving

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Daffy in Notis once.
  • 2Create an automation and tell Notis to verify each supplied nine digit EIN.
  • 3Choose the notis_webhook trigger and include one EIN per request.
  • 4Choose where verification reports should go.
  • 5Test with one known nonprofit EIN.

Questions about this workflow

Can I send a name instead of an EIN?

This workflow is for a confirmed nine digit EIN. Use the nonprofit search workflow when you only have a name or topic.

Will it create a gift?

No. It retrieves nonprofit details for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 0CodeKit to Daffy. A trigger fires from one place; an action lands in another.

0CodeKit triggers

Daffy actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.

ActionInstant

Get Contributions

Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.

ActionInstant

Get Donations

Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.

ActionInstant

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

ActionInstant

Get Gifts

Tool to retrieve a list of gifts. use when you need to page or filter gifts.

ActionInstant

Get Non-Profit by EIN

Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.

ActionInstant

Get User Causes

Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.

ActionInstant

Connect any two apps with Notis in the middle.

0CodeKit and Daffy, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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