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Notis

Refresh a shortlist of nonprofits to consider

Keep a useful set of nonprofit options at hand with a recurring search based on your stated interests.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Search Non-Profits

Searches for nonprofit organizations matching a cause or query.

Why this helps

Finding relevant organizations from scratch every time makes thoughtful giving take more effort than it needs to.

  • Refresh search results on a schedule using supplied cause and query details.
  • Receive a concise shortlist for human review.
  • Keep search separate from deciding whether to donate.

Setup

Build it in a few focused steps.

  • 1Connect Daffy once in the Notis portal.
  • 2Create an automation from Automations, New Automation, and choose a recurring schedule.
  • 3Tell Notis which valid cause ID and search text to use, then ask it to summarize returned nonprofits and call out missing inputs.
  • 4Select notis_cron and choose the run report destination.
  • 5Test once with a confirmed cause ID and query.

Questions about this workflow

Can it choose a cause for me?

No. Provide the cause ID and search text you want used. If either is missing, the run should request it or report that it cannot search.

Will the same charities appear every time?

Search results can vary. Review the returned list before relying on it or taking a giving action.

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.

TriggerScheduled

Create Gift

Creates a charitable gift.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Retrieves the authenticated user's Daffy fund balance.

ActionInstant

Get Contributions

Retrieves contributions made to the authenticated user's Daffy fund.

ActionInstant

Get Donations

Retrieves donation history from the authenticated user's Daffy account.

ActionInstant

Get Gift by Code

Retrieves details of a gift by its unique code.

ActionInstant

Get Gifts

Retrieves gifts associated with the user's Daffy account.

ActionInstant

Get Non-Profit by EIN (v2)

Retrieves detailed non-profit information by EIN.

ActionInstant

Get User Causes

Retrieves the charitable causes associated with a user's Daffy fund.

ActionInstant

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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