Review nonprofit details alongside the source content
Bring detailed organization information into the same report as the CMS story that raised it for consideration.
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
Reviewers often have to search for organization details after reading a content draft.
- Retrieve detailed nonprofit information from a confirmed EIN.
- Include available location and cause details in the report.
- Make organization review easier to complete in one sitting.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Daffy once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use a confirmed EIN from the incoming content to retrieve detailed Daffy nonprofit information and summarize it with the source context.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real brief and a confirmed EIN.
Questions about this workflow
How is this different from a basic EIN lookup?
This uses Daffy's detailed nonprofit lookup, which can include location coordinates and causes where available.
Can Notis infer an EIN from a nonprofit name?
The workflow should use a confirmed EIN and request review when the content does not provide one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Daffy. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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