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Notis

Find nonprofits relevant to a giving review

Give Notis a search term and cause ID, and it can return matching nonprofits from Daffy for review.

Trigger

Webhook received

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

Action

Search Non-Profits

Tool 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.

Why this helps

Searching for a suitable nonprofit can pull attention away from the review or audit already underway.

  • Search with the query and cause ID supplied in the request.
  • Bring nonprofit discovery into an existing giving review.
  • Avoid assuming which cause or search term the user intended.

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Daffy once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3In one instruction, tell Notis to search Daffy nonprofits using only the query and cause ID included in the request.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real search term and a valid cause ID.

Questions about this workflow

Does the workflow choose a cause automatically?

No. The request must provide the cause ID and search query.

Does searching a nonprofit make a donation?

No. This action searches nonprofits and does not create a gift.

Can the results be treated as approval?

No. The results are for review; the workflow does not approve a nonprofit or gift.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Daffy. A trigger fires from one place; an action lands in another.

21risk 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.

21risk and Daffy, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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