Prepare a charity shortlist for renewal conversations
Give renewal planning a useful starting point with a shortlist of nonprofits that fit the client's stated interests.
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
Researching causes and charities during renewal prep adds another tab and another task to an already crowded client review.
- Create a focused shortlist before the client conversation.
- Keep recommendations grounded in causes the client actually shared.
- Reduce manual research across separate tools.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use the request details and any explicitly supplied client cause preferences to search Daffy and return a concise shortlist with charity names and available details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real renewal research request.
Questions about this workflow
Does this workflow donate to a charity?
No. It searches for nonprofits and returns a shortlist. A person can review choices before taking any giving action.
Can it infer a client's causes from policy records?
It should use only cause preferences provided in the request. If those details are absent, ask for them or report that the shortlist needs client input.
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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