Check a nonprofit's details before a giving decision
Have Notis retrieve nonprofit information from Daffy using the EIN included in a review request.
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
Checking an organization's identity can interrupt a giving review and leave a follow-up hanging.
- Retrieve nonprofit information using the exact EIN provided.
- Keep identity checks attached to the review that requested them.
- Avoid guessing an EIN when it is missing or incomplete.
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 retrieve Daffy nonprofit information only when the request includes a confirmed nine-digit EIN.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real nonprofit and its confirmed EIN.
Questions about this workflow
Can Notis find an EIN that was not supplied?
This workflow uses the EIN in the request. The action is intended for a confirmed nine-digit EIN.
Does the lookup create a gift?
No. It retrieves nonprofit information only.
What starts this workflow?
A Notis webhook starts it when an HTTP request is received.
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.
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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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Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
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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.
21risk and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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