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Notis

Verify a nonprofit before it enters your giving plans

Confirm the organization behind a charitable idea with a Daffy EIN lookup prompted by your Affinity context.

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

Names mentioned in investor conversations can be ambiguous, making it easy to follow up on the wrong organization or delay a useful next step.

  • Looks up an organization using its confirmed EIN.
  • Helps distinguish similarly named organizations before follow-up.
  • Keeps the lookup tied to the original Affinity context.

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 the nonprofit record for the confirmed EIN in the incoming context.
  • 3Choose the webhook trigger and include the nine-digit EIN in the request.
  • 4Choose where Notis should send run reports.
  • 5Test with one real organization and a verified EIN.

Questions about this workflow

Can Notis infer the EIN from an organization name?

Do not rely on an inferred EIN. Include a confirmed nine-digit EIN in the webhook request.

What happens after the lookup?

Notis returns the nonprofit record for review. The workflow does not create a gift or alter Affinity.

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.

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.

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

When this happens · Trigger

Do this · Action

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