Prepare a detailed nonprofit profile for review
Bring the nonprofit's available location and cause context into one simple client-ready summary.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Non-Profit by EIN (v2)
Retrieves detailed non-profit information by EIN.
Why this helps
A basic charity lookup may not provide enough context to prepare for a confident conversation.
- Retrieve comprehensive details for an organization identified by EIN.
- Include available location and cause information in the summary.
- Give the client a clearer basis for reviewing a potential recipient.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Daffy once in the Notis portal.
- 2Create an automation from Automations, New Automation.
- 3Tell Notis to use the confirmed EIN in the request to retrieve detailed nonprofit information and summarize location and causes when available.
- 4Choose notis_webhook and set the run report destination.
- 5Test with one real request and known EIN.
Questions about this workflow
What information does the detailed lookup add?
It can provide comprehensive nonprofit details, including location coordinates and causes, when returned.
What if the EIN is uncertain?
Do not guess. Ask for a confirmed nine-digit EIN before running the lookup.
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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