Verify nonprofit details from a CRM EIN
Check a nonprofit's Daffy details using the EIN already present in your CRM context.
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 giving decision slows down when nonprofit identity details are not easy to verify.
- Verify the organization using its confirmed EIN.
- Reduce manual nonprofit lookup steps.
- Keep the verification tied to the CRM request.
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 Daffy nonprofit details for the confirmed nine-digit EIN in the supplied CRM context and report if it is missing or invalid.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real nonprofit record and verified EIN.
Questions about this workflow
Does this find an EIN if the CRM record lacks one?
No. The workflow requires a confirmed nine-digit EIN for this lookup.
Can it create the gift after the lookup?
This workflow only retrieves nonprofit details. Gift creation requires a separate automation and confirmed recipient and amount.
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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