Find nonprofits from a CRM giving brief
Turn a giving idea in Agile CRM into a focused search of Daffy's nonprofit directory.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Non-Profits
Searches for nonprofit organizations matching a cause or query.
Why this helps
Starting charity research from scratch makes it harder to move a giving idea forward.
- Turn a CRM brief into relevant nonprofit search results.
- Reduce time spent starting charity research from scratch.
- Keep search criteria visible in the run report.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Ask Notis to search Daffy's nonprofits using the supplied CRM brief as query text and use a cause ID only when one is provided.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real giving brief and review the results.
Questions about this workflow
Can it search using plain text?
Yes. The action searches by query text and cause ID; include a useful query in the CRM context.
Will it invent a cause ID?
The prompt should use a cause ID only when one is supplied and otherwise search with the query text.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Daffy. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Creates a charitable gift.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Retrieves the authenticated user's Daffy fund balance.
Get Contributions
Retrieves contributions made to the authenticated user's Daffy fund.
Get Donations
Retrieves donation history from the authenticated user's Daffy account.
Get Gift by Code
Retrieves details of a gift by its unique code.
Get Gifts
Retrieves gifts associated with the user's Daffy account.
Get Non-Profit by EIN (v2)
Retrieves detailed non-profit information by EIN.
Get User Causes
Retrieves the charitable causes associated with a user's Daffy fund.
Connect any two apps with Notis in the middle.
Agile CRM and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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