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Notis

Search nonprofits against grant criteria

Start with the criteria already captured from a grant document and get a Daffy search to review.

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

Comparing grant requirements with possible recipients by hand creates extra research loops.

  • Reuse document criteria as a search query.
  • Make nonprofit discovery easier to revisit and review.
  • Keep the workflow focused on finding candidates, not issuing gifts.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Daffy once in the Notis portal.
  • 2Create an automation that searches Daffy using the criteria in each webhook payload.
  • 3Pick a webhook trigger and choose where run reports should go.
  • 4Test with one grant document payload and review the candidates.

Questions about this workflow

Does Daffy evaluate grant eligibility?

No. The workflow searches nonprofits using the supplied query; eligibility decisions still need review.

What should the payload contain?

Include the relevant cause or eligibility text extracted from the grant document.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Affinda 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.

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

When this happens · Trigger

Do this · Action

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