Check the nonprofit behind the EIN
When a WhatsApp conversation includes a confirmed nine-digit EIN, look up that nonprofit in Daffy and return its details before you act.
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 charity name can be ambiguous, and switching tools to verify an EIN makes it easier to lose track of the original request.
- Use the exact EIN provided in the message for a focused lookup.
- Keep the lookup result attached to the request that prompted it.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Daffy once in the Notis portal.
- 2Create an automation in Notis and give it a name.
- 3Tell Notis to retrieve the Daffy nonprofit record for the confirmed nine-digit EIN in the WhatsApp request and return it for review.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real request containing a confirmed EIN.
Questions about this workflow
Can it look up a charity from its name alone?
This workflow uses Daffy's EIN lookup action, so the request needs the nonprofit's confirmed nine-digit EIN.
Does the lookup approve or donate to the nonprofit?
No. It retrieves nonprofit information for review and does not make a gift.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Daffy. A trigger fires from one place; an action lands in another.
2chat triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
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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 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.
2chat and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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