Verify the nonprofit named in your CMS content
Check the organization details against Daffy's nonprofit record before acting on a giving mention.
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 name in a content draft may be ambiguous, and researching the right organization takes time.
- Use a confirmed EIN to look up the intended organization.
- Reduce ambiguity when similar nonprofit names appear.
- Keep verification separate from any donation decision.
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 extract a nine-digit EIN from the incoming content, retrieve the Daffy nonprofit record, and flag missing or invalid EINs for review.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real brief containing a confirmed EIN.
Questions about this workflow
What if the content has no EIN?
The workflow should report that the EIN is missing and ask for it rather than guess based on an organization name.
Does this verify charitable status independently?
It retrieves the nonprofit information available through Daffy's EIN lookup; it is not an independent legal or tax verification.
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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