Check Charity Details Before the Email Goes Out
Pass a confirmed nine-digit EIN to Notis and get the matching Daffy nonprofit details in a run report.
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
A charity name in a campaign draft may be ambiguous, making it easy to review the wrong organization under time pressure.
- Use a specific EIN to retrieve the intended nonprofit record.
- Keep charity checks tied to the campaign review request.
- Get details in a report before finalizing campaign content.
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 confirmed nine-digit EIN from the webhook request to retrieve the Daffy nonprofit record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and review the report.
Questions about this workflow
What does this workflow need to look up a nonprofit?
It needs the organization's confirmed nine-digit EIN in the webhook request.
Does the lookup certify the campaign's claims?
No. It returns nonprofit information from Daffy for you to review; it does not verify campaign copy.
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.
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.
ActiveTrail and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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