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Notis

Verify a nonprofit using its EIN

Check an EIN from an invoice, application, or other document against Daffy's nonprofit lookup before moving forward.

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 mistyped or unverified EIN can slow down a giving decision.

  • Use the EIN already extracted from a document.
  • Review the Daffy nonprofit record before taking another step.
  • Reduce manual copying between document review and charity lookup.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Daffy once in the Notis portal.
  • 2Create an automation and ask Notis to look up the EIN from each webhook payload.
  • 3Pick a webhook trigger and choose where run reports should go.
  • 4Send one real payload containing a confirmed nine-digit EIN to test.

Questions about this workflow

What does this workflow need?

The webhook payload should include the nonprofit's confirmed nine-digit EIN.

Does the lookup create a gift?

No. It retrieves nonprofit information for review.

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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