Refresh nonprofit records before annual giving plans
Start annual planning with nonprofit details you have checked against the exact EIN.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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A familiar nonprofit can still have outdated or incorrect record details when planning starts.
- Improves confidence in planning records
- Uses exact EINs for retrieval
- Fits an existing annual review
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Daffy in Notis.
- 2Create an automation asking Notis to summarize annual 7shifts priorities and retrieve each supplied nonprofit by EIN.
- 3Pick an annual notis_cron schedule.
- 4Choose a private report channel.
- 5Test with one nonprofit and confirm the EIN list before expanding it.
Questions about this workflow
Can it find EINs automatically?
Get Non-Profit by EIN requires a confirmed nine-digit EIN, so provide it or use a separate search step first.
Does this change nonprofit records?
No. It retrieves current information for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Daffy. A trigger fires from one place; an action lands in another.
7shifts triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Connect any two apps with Notis in the middle.
7shifts and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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