Prepare detailed nonprofit information for review
Bring nonprofit details, location coordinates, and causes into the giving decision context when available.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Non-Profit by EIN (v2)
Retrieves detailed non-profit information by EIN.
Why this helps
A quick organization check may not provide enough detail for a considered giving decision.
- Retrieve more nonprofit detail for a review.
- See available location and cause information in one report.
- Keep research attached to the CRM request context.
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 retrieve detailed Daffy nonprofit information for the confirmed EIN in the supplied CRM context and summarize available location and cause details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real nonprofit record and verified EIN.
Questions about this workflow
What information does the detailed lookup include?
The action is described as providing comprehensive nonprofit details, including location coordinates and causes.
Does it make the giving decision?
No. It provides information for review; the prompt should leave the decision to the user.
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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