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Notis

Check a charity's Daffy details by EIN

When a project note names a charity and EIN, retrieve the nonprofit record for a quick identity check.

Trigger

Webhook received

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

Action

Get Non-Profit by EIN

Why this helps

Similar charity names can make it difficult to confirm that a giving request points to the intended organization.

  • Use a specific EIN to retrieve nonprofit information.
  • Keep the lookup connected to the project request that supplied it.
  • Review the result before taking any giving action.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Daffy once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to retrieve Daffy nonprofit details for the confirmed nine-digit EIN in each request and summarize the result.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real request containing a verified EIN.

Questions about this workflow

What should the request include?

A confirmed nine-digit EIN. The action retrieves information for a nonprofit by EIN.

Does this verify the project details in AccuLynx?

It looks up nonprofit information in Daffy using the EIN provided in the request. It does not update or validate AccuLynx records.

Does it create a donation?

No. It only retrieves nonprofit information.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Acculynx triggers

Daffy actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Gift

Creates a charitable gift.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Balance

Retrieves the authenticated user's Daffy fund balance.

ActionInstant

Get Contributions

Retrieves contributions made to the authenticated user's Daffy fund.

ActionInstant

Get Donations

Retrieves donation history from the authenticated user's Daffy account.

ActionInstant

Get Gift by Code

Retrieves details of a gift by its unique code.

ActionInstant

Get Gifts

Retrieves gifts associated with the user's Daffy account.

ActionInstant

Get Non-Profit by EIN (v2)

Retrieves detailed non-profit information by EIN.

ActionInstant

Get User Causes

Retrieves the charitable causes associated with a user's Daffy fund.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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