Verify nonprofit EINs quarterly
Keep your approved charity list ready for the next giving decision.
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
Organization details can go stale between donation cycles.
- Catch stale records sooner
- Improve donation readiness
- Reduce repeated due diligence
Setup
Build it in a few focused steps.
- 1Connect Notis and Daffy once in the portal.
- 2Create an automation that verifies each supplied nonprofit EIN and summarizes results.
- 3Choose a quarterly cron schedule as the trigger.
- 4Choose a report channel and test with one verification run.
Questions about this workflow
Where do the EINs come from?
Provide the EIN list or source in your instruction because Daffy does not supply an external list here.
What if one lookup fails?
Notis can identify the unmatched EIN for manual follow up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Daffy. A trigger fires from one place; an action lands in another.
1password triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
1password and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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