Check nonprofit details before making an introduction
Bring nonprofit due diligence into the same flow as your Affinity relationship context, using a confirmed EIN to retrieve detailed information.
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 possible nonprofit match can stall when you need to verify its identity and details before making an investor introduction.
- Retrieves comprehensive nonprofit details using a confirmed nine-digit EIN.
- Preserves a review step before any donor or investor introduction.
- Can include location and causes in the returned information.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and instruct Notis to retrieve detailed Daffy nonprofit information for the confirmed EIN in the incoming Affinity context.
- 3Choose the webhook trigger and send the confirmed EIN with the relationship context.
- 4Choose where Notis should send run reports.
- 5Test with one real organization and its verified EIN.
Questions about this workflow
Does this identify an organization from its name alone?
This workflow uses the detailed nonprofit lookup by EIN. Include and confirm the organization's nine-digit EIN in the webhook request.
Does an EIN lookup send a donation?
No. It retrieves nonprofit information for review and does not create or send a gift.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Daffy. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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