Verify a nonprofit before discussing a gift
Check the organization details first, then bring a clearer giving conversation to the client.
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 charity name can be ambiguous, and searching it manually during a client conversation can derail the follow-up.
- Check a nonprofit against a precise EIN supplied in the request.
- Return organization information for review before any gift is created.
- Avoid confusing similarly named organizations.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Daffy once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it for charity verification.
- 3In one instruction, ask Notis to look up the nonprofit using the nine-digit EIN included in the request and summarize the returned details.
- 4Choose notis_webhook as the trigger and select a report channel.
- 5Test with one real request containing a confirmed EIN.
Questions about this workflow
What if the request has only a charity name?
The lookup requires a confirmed nine-digit EIN. Ask for it or return that the EIN is missing instead of guessing.
Does verification approve the charity or send money?
No. It retrieves nonprofit information for review and does not create a gift.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Daffy. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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