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Notis

Match Campaign Themes With Charities to Review

Send a campaign theme to Notis and get a focused Daffy nonprofit search to help narrow the research.

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

Finding charities that fit a campaign theme can pull you into a separate research session and leave the campaign draft waiting.

  • Keep campaign research connected to the message that prompted it.
  • Get search results in a Notis run report for review.
  • Avoid switching between campaign planning and a separate charity search.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Daffy once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to use the campaign theme in the webhook request to search Daffy nonprofits and summarize the results.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real example and review the report.

Questions about this workflow

Does ActiveTrail start this workflow automatically?

ActiveTrail has no listed trigger event here. A webhook request starts the workflow, and its request can include a campaign theme.

Can the workflow select or donate to a charity?

It searches nonprofits and reports results. You review the options before taking any next step.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

ActiveTrail 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.

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

When this happens · Trigger

Do this · Action

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