Check nonprofit details from an email
When an appeal includes an EIN, bring back the Daffy nonprofit record so you can verify the organization before deciding what to do.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Why this helps
Looking up an EIN later means finding the original message again and retyping the number.
- Use an EIN already present in the email.
- See the nonprofit record alongside the message context.
- Reduce retyping during a donation review.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Daffy once in the Notis portal.
- 2Create a new automation from Automations in the Notis portal.
- 3Tell Notis to find a nine-digit EIN in a new email and retrieve the matching nonprofit information in Daffy; report when the EIN is absent or unclear.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports go.
- 5Test with one real email that includes a confirmed EIN.
Questions about this workflow
What if the email does not include an EIN?
Ask Notis to report that the EIN is missing or unclear so you can review the email yourself.
Does the lookup make a donation?
No. It retrieves nonprofit information for review.
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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