Check nonprofit details where your team discusses giving
Keep the organization check close to the conversation. Notis can look up a confirmed nine-digit EIN in Daffy.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Why this helps
A nonprofit identifier shared in a comment is easy to miss, and checking it later means retracing the conversation.
- Bring nonprofit details back to the task discussion.
- Check the organization before a gift is prepared.
- Avoid losing an important identifier in comment history.
Setup
Build it in a few focused steps.
- 1Connect Asana and Daffy once in the Notis portal.
- 2Create an automation in Automations, then choose a name and prompt.
- 3In one instruction, ask Notis to retrieve Daffy's nonprofit details when a task comment includes a confirmed nine-digit EIN, then report them with the task context.
- 4Choose the Asana New Comment on Task trigger and select where run reports should go.
- 5Test with one real comment containing a confirmed EIN.
Questions about this workflow
Can Daffy look up a charity name without an EIN here?
This workflow uses Daffy's EIN lookup, which requires the correct nine-digit EIN. Use Daffy nonprofit search when you only have a name or cause.
Does the workflow create a donation?
No. It retrieves nonprofit information for review and does not create a gift.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Daffy. A trigger fires from one place; an action lands in another.
Asana triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Attachment Added to Task
Triggers when an attachment is added to a task.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Comment on Task
Triggers when a comment is added to a task in a project.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
New Task Created
Triggers when a new task is created in a project.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Task Updated
Triggers when a task is updated in a project.
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
Asana and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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