Find charities mentioned in your inbox
Get from a forwarded appeal to relevant nonprofit search results without losing the original context.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Search Non-Profits
Tool to search non-profit organizations by cause id and query text. use when you need to find nonprofits matching a search term or a specific cause.
Why this helps
Donation appeals and recommendations get buried in the inbox before you have time to look up the organization.
- Search for nonprofits using the request's cause and wording.
- Keep the original email context available for review.
- Avoid manually switching between email and charity search.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Daffy once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and give it a name.
- 3Tell Notis to search Daffy for nonprofits matching the cause and request in a new email, and summarize results with the email context.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports go.
- 5Test with one real charity request email and review the search results.
Questions about this workflow
Will this donate automatically?
No. It searches Daffy for nonprofits and summarizes results for you to review.
What information should an email include?
A cause, organization name, or descriptive search phrase helps Daffy find relevant nonprofits.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Daffy. A trigger fires from one place; an action lands in another.
Agent mail triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
New Email Received
Trigger for new emails in an AgentMail inbox
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
Agent mail and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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