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Notis

Check a charity's Daffy record by EIN

Move from a charity found in research to a Daffy record you can verify.

Trigger

Webhook received

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

Action

Get Non-Profit by EIN

Why this helps

A charity name in a research note may not be enough to confirm that you have found the right organization.

  • Look up a nonprofit using its confirmed nine-digit EIN.
  • Keep the lookup connected to the research that surfaced the charity.
  • Review the Daffy record before taking a giving action.

Setup

Build it in a few focused steps.

  • 1Connect Agenty and Daffy once in the Notis portal.
  • 2Create an automation and describe how to look up a charity from its confirmed EIN.
  • 3Choose the webhook trigger and send the Agenty result with the nine-digit EIN.
  • 4Choose where Notis should send run reports.
  • 5Test with one real EIN and confirm the returned nonprofit record.

Questions about this workflow

What information must the webhook include?

Include the nonprofit's confirmed nine-digit EIN in the Agenty result.

Does an EIN lookup create a gift?

No. It retrieves a nonprofit record for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agenty to Daffy. A trigger fires from one place; an action lands in another.

Agenty 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.

Agenty and Daffy, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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