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Notis

Review detailed nonprofit information from an EIN

Bring an EIN found in an Affinda document into Daffy and review detailed nonprofit information in one step.

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

Basic organization names may not give enough context to assess a possible recipient.

  • Retrieve comprehensive nonprofit details using a confirmed EIN.
  • Review location and causes when available in the Daffy response.
  • Keep document context alongside the lookup result.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Daffy once in the Notis portal.
  • 2Create an automation that requests detailed nonprofit information using the payload's confirmed EIN.
  • 3Pick a webhook trigger and choose where run reports should go.
  • 4Test with one real document payload and verify the returned record.

Questions about this workflow

How is this different from a basic EIN lookup?

This uses Daffy's detailed nonprofit lookup, which includes location coordinates and causes when available.

Can it identify an EIN that is missing?

No. Provide a confirmed EIN in the webhook payload.

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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