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Notis

Explore nonprofits from a giving interest form

Send a giving form submission to Notis and get Daffy search results based on the cause or organization the person entered.

Trigger

Webhook received

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

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

Interest form responses can become another list to revisit before anyone researches the organizations mentioned.

  • Use a submitted cause or charity query to search Daffy.
  • Return results in a run report for follow-up.
  • Keep giving research attached to the originating request.

Setup

Build it in a few focused steps.

  • 1Connect Daffy once in the Notis portal.
  • 2Create an automation in Automations, then New Automation.
  • 3Tell Notis to search Daffy using the cause or nonprofit query supplied in the incoming request and summarize matches.
  • 4Pick a webhook trigger and choose where run reports go.
  • 5Send one real example request and review the search results.

Questions about this workflow

How does this automation start?

An HTTP request to the Notis webhook starts it.

Does the webhook submission make a gift?

No. This workflow searches for nonprofits and reports matching results.

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.

TriggerScheduled

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Balance

Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Get Contributions

Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.

ActionInstant

Get Donations

Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.

ActionInstant

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

ActionInstant

Get Gifts

Tool to retrieve a list of gifts. use when you need to page or filter gifts.

ActionInstant

Get Non-Profit by EIN

Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.

ActionInstant

Get User Causes

Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.

ActionInstant

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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