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Notis

Check a nonprofit's EIN before you plan a gift

Give your charity review a clear starting point by checking the EIN supplied with your Agiled request.

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 alone may not be enough to confidently identify the intended organization before a gift is planned.

  • Look up an organization using a specific identifier.
  • Keep the EIN check attached to the original request.
  • Review nonprofit information before taking a giving action.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Daffy once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3In one instruction, ask Notis to retrieve Daffy nonprofit information for the confirmed nine-digit EIN in the request.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real example using a verified EIN.

Questions about this workflow

Does this action search by nonprofit name?

No. This action looks up a nonprofit by EIN. For a name or text search, use Daffy's Search Non-Profits action.

Should the EIN be checked first?

Yes. The action description calls for a confirmed nine-digit EIN.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agiled 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.

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

When this happens · Trigger

Do this · Action

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