Search Daffy nonprofits from a research request
Turn a charity research request into a Daffy search, then review matching organizations without starting the lookup from scratch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Non-Profits
Searches for nonprofit organizations matching a cause or query.
Why this helps
Charity research gets fragmented when the request, search terms, and giving decision live in separate places.
- Use an incoming research request to start a nonprofit search.
- Return matching organizations for review before any giving decision.
- Keep the request and search result summary together in a report channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to search Daffy using the supplied query text and cause ID, and report if either is missing rather than guessing.
- 4Pick the notis_webhook trigger and have the ActiveMerge workflow send the research request by HTTP request.
- 5Choose where run reports go and test with one real search request.
Questions about this workflow
Does this verify a nonprofit's eligibility or tax status?
The search action finds nonprofits by cause ID and query text. Review results and use Daffy's nonprofit details tools when you need more information.
Can the workflow choose a cause automatically?
Only if the incoming request supplies a cause ID or you provide a clear rule and the needed cause information. The search action requires a cause ID and query text.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Daffy. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Creates a charitable gift.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Retrieves the authenticated user's Daffy fund balance.
Get Contributions
Retrieves contributions made to the authenticated user's Daffy fund.
Get Donations
Retrieves donation history from the authenticated user's Daffy account.
Get Gift by Code
Retrieves details of a gift by its unique code.
Get Gifts
Retrieves gifts associated with the user's Daffy account.
Get Non-Profit by EIN (v2)
Retrieves detailed non-profit information by EIN.
Get User Causes
Retrieves the charitable causes associated with a user's Daffy fund.
Connect any two apps with Notis in the middle.
ActiveMerge and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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