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Notis

Check a charity EIN mentioned in an AimTell request

Pass a confirmed EIN and its campaign context to Notis to retrieve the nonprofit record in Daffy.

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 in a campaign note may be ambiguous, and manually validating its identity adds another context switch.

  • Retrieve a nonprofit record using its confirmed nine-digit EIN.
  • Keep the originating campaign context with the lookup report.
  • Avoid relying on a name-only match when checking an organization.

Setup

Build it in a few focused steps.

  • 1Connect AimTell and Daffy once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for EIN checks.
  • 3Tell Notis to retrieve the Daffy nonprofit record for the confirmed EIN included in each request.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real campaign request containing a verified nine-digit EIN.

Questions about this workflow

Can this workflow identify a charity from a name alone?

No. It uses Daffy's EIN lookup, so the request needs the organization's confirmed nine-digit EIN.

Does AimTell start the workflow automatically?

AimTell trigger events are not available in this package. A request must be sent to the Notis webhook with the EIN and relevant campaign context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

AimTell 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.

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

When this happens · Trigger

Do this · Action

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