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Notis

Find charities that match investor giving interests

Turn a stated cause in your Affinity context into a focused Daffy nonprofit search, without breaking your deal workflow.

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

You may know an investor's giving interests from a conversation, but searching for matching organizations later adds another task and another place to remember.

  • Searches Daffy using the cause or search phrase included in the webhook request.
  • Returns matching nonprofit results for review before any gift is made.
  • Keeps discovery connected to the investor context that prompted it.

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 describe finding Daffy nonprofits that match the cause or search phrase in the incoming Affinity context.
  • 3Choose the webhook trigger and provide a request containing the relevant interest or cause phrase.
  • 4Choose where Notis should send run reports.
  • 5Test with one real Affinity context that includes a giving interest.

Questions about this workflow

Does Affinity start this automatically when a contact changes?

No. Affinity trigger events are not available here. Start this workflow with a Notis webhook request containing the Affinity context.

Will this workflow make a donation?

No. It searches Daffy nonprofits and returns matches for review. It does not create 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.

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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