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Notis

Check a nonprofit's Daffy details using its EIN

Pass along the EIN from a giving request and get nonprofit information back before preparing a gift.

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 alone can be ambiguous when preparing a gift under time pressure.

  • Check nonprofit information using the supplied EIN.
  • Reduce uncertainty before preparing a charitable gift.
  • Keep verification close to the request that prompted it.

Setup

Build it in a few focused steps.

  • 1Connect Ably and Daffy once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel.
  • 3Describe that a webhook request containing a confirmed nine-digit EIN should retrieve the nonprofit's Daffy information.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one real request containing a confirmed EIN.

Questions about this workflow

What must the webhook request include?

It must include the nonprofit's confirmed nine-digit EIN.

Does the lookup create a gift?

No. It retrieves nonprofit information so you can review the organization.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Ably 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.

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

When this happens · Trigger

Do this · Action

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