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Notis

Find a nonprofit for every giving idea in Asana

Capture a cause in a task. Get relevant Daffy nonprofit matches without breaking your focus.

Trigger

New Task Created

Triggers when a new task is created in a project.

Action

Search Non-Profits

Tool to search non-profit organizations by cause id and query text. use when you need to find nonprofits matching a search term or a specific cause.

Why this helps

Giving ideas get buried in project work, and researching organizations later takes another round of context switching.

  • Keep giving ideas attached to the work that prompted them.
  • Review nonprofit matches without searching manually.
  • Leave the final selection and gift decision with you.

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 search Daffy for nonprofits matching the cause or organization named in a new Asana task and report the results.
  • 4Choose the Asana New Task Created trigger and select where run reports should go.
  • 5Test with one real task that names a cause or nonprofit.

Questions about this workflow

Does this automation donate to a nonprofit?

No. It uses Daffy's nonprofit search to find matches. You review the results and decide whether to make a gift.

What should the Asana task include?

Include a cause or search phrase. If the nonprofit is unclear, Notis can return matches for you to review.

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.

TriggerScheduled

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

Get Contributions

Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.

ActionInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

Get Donations

Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

ActionInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

Get Gifts

Tool to retrieve a list of gifts. use when you need to page or filter gifts.

ActionInstant

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.

TriggerInstant

Get Non-Profit by EIN

Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

Get User Causes

Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.

ActionInstant

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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