Review where a nonprofit works and what it supports
Bring useful organization context into a giving discussion without reopening several research tabs.
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's name alone may not reveal its geography or focus, leaving the client conversation short on context.
- Return available nonprofit location and cause details from a supplied EIN.
- Make organization context easier to review alongside client follow-up.
- Keep the research step separate from the decision to donate.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Daffy once in Notis.
- 2Create a new automation from Automations, New Automation.
- 3Tell Notis to retrieve detailed nonprofit information for the confirmed EIN in the request, highlighting location and causes when available.
- 4Select the notis_webhook trigger and a destination for run reports.
- 5Test with one real request and a confirmed nonprofit EIN.
Questions about this workflow
Which EIN lookup should I use for detailed context?
Use the detailed nonprofit lookup action, which can include location coordinates and causes.
Can it fill in an EIN that was not provided?
No. The request must include a confirmed nine-digit EIN; missing details should be flagged for follow-up.
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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