Find nonprofits that match stated client interests
Bring relevant options into the conversation using the cause and search details the client shared.
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
Searching broadly for organizations without a clear cause or query can produce a noisy list that is hard to act on.
- Search using cause and query details provided in the request.
- Return options for human review before any gift is made.
- Avoid presenting guessed preferences as client intent.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Daffy once in Notis.
- 2Create a new automation using Automations, New Automation.
- 3Ask Notis to search Daffy with the supplied cause ID and query text and summarize relevant returned nonprofits.
- 4Select the notis_webhook trigger and a report channel.
- 5Test with one real request that includes a valid cause ID and query.
Questions about this workflow
Can it determine a cause ID from a vague description?
The search action uses a cause ID and query text. If the ID is missing or unclear, ask for the required search details rather than inventing them.
Will it choose or donate to a nonprofit?
No. It returns search results for review and does not make 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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