Find a charity that fits your prospect's cause
Bring a prospect's cause context into Daffy and get a focused nonprofit search ready for your next conversation.
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
Cause details get buried in prospect research, making it hard to follow up with a relevant charity or giving conversation.
- Keep cause context alongside prospect research.
- Narrow charity discovery to the cause and search terms provided.
- Reduce tab switching before a follow-up.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the prospect details in the request to search Daffy for nonprofits matching the provided cause and query.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real prospect request that includes a cause and search query.
Questions about this workflow
Does this workflow infer a prospect's charitable interests?
No. Include a cause or relevant search terms in the request, or ask Notis to report that the context is missing.
Does it donate to a charity?
No. It searches for matching nonprofits so you can review the results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Daffy. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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