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Notis

Verify a nonprofit by EIN

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A mistyped or outdated nonprofit identifier can create avoidable donation errors.

  • Confirm nonprofit identity
  • Catch identifier mistakes early
  • Create a clearer approval trail

Setup

Build it in a few focused steps.

  • 1Connect Notis and Daffy once in the portal.
  • 2Create an automation that verifies the nonprofit and summarizes the result.
  • 3Choose a webhook trigger and include the nine digit EIN in each request.
  • 4Select a report channel and test with one verified EIN.

Questions about this workflow

Does Daffy search by organization name here?

This workflow uses the EIN lookup action, so provide the confirmed nine digit EIN.

What happens if the EIN is not found?

Notis can report that no matching record was returned so you can investigate before proceeding.

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.

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.

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

When this happens · Trigger

Do this · Action

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