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Notis

Look up charity ideas shared in Box comments

Capture a charity suggestion where your team already discusses documents, then get possible Daffy nonprofit matches in a report.

Trigger

New File Comment Added

Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.

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

Charity ideas buried in file discussions can be hard to find again when it is time to research giving options.

  • Bring a charity mention into a focused research report
  • Reduce manual copying between Box and Daffy
  • Keep nonprofit matches available for review

Setup

Build it in a few focused steps.

  • 1Connect Box and Daffy once in the Notis portal.
  • 2Create an automation in Automations, then choose New Automation.
  • 3In one instruction, ask Notis to use a new Box file comment's charity name or cause terms to search Daffy and summarize possible nonprofit results without treating a result as verified.
  • 4Pick the Box New File Comment Added trigger, then choose where run reports go.
  • 5Test with one real comment containing a charity or cause suggestion.

Questions about this workflow

Does this verify that a nonprofit is the intended recipient?

No. Search results are candidates. Review the nonprofit details and confirm the intended recipient before making any giving decision.

What if the comment does not name a charity?

The report should say there is not enough information to search and ask for a clearer name or cause phrase.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Box 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

Collaboration Details Changed

Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.

TriggerPolling

Get Contributions

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

ActionInstant

Comment Changed

Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.

TriggerPolling

Get Donations

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

ActionInstant

New File Comment Added

Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.

TriggerPolling

Get Gift by Code

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

ActionInstant

File Metadata Changed

Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.

TriggerPolling

Get Gifts

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

ActionInstant

File Shared Link Changed

Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.

TriggerPolling

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

New File Version Uploaded

Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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