Review nonprofit details from a prospect's EIN
Take a verified nine-digit EIN from prospect research and bring back comprehensive nonprofit details for a more informed conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Non-Profit by EIN (v2)
Retrieves detailed non-profit information by EIN.
Why this helps
A nonprofit mentioned in a lead's profile can take extra searching to verify and understand.
- Use the exact EIN already found in research.
- Retrieve detailed nonprofit information, including causes and location coordinates.
- Keep the lookup focused on one organization.
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 retrieve detailed Daffy information for the nine-digit nonprofit EIN included in the request, and report if the EIN is missing or invalid.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real request containing a confirmed EIN.
Questions about this workflow
Can the workflow look up an organization without an EIN?
This action requires a confirmed nine-digit EIN. Provide one in the request or have Notis report that it is missing.
What does the lookup return?
Daffy's detailed nonprofit information, including location coordinates and causes.
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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