Verify nonprofit EINs from ClickUp
Confirm the organization before money moves.
Trigger
Task Comment Posted
Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).
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
EIN checks are easy to skip when donation details live in scattered task comments.
- Confirms the intended organization
- Catches malformed or incorrect EINs
- Creates a clear verification report
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Daffy in Notis once.
- 2Create an automation that reads an EIN from a comment and retrieves the matching Daffy nonprofit record.
- 3Pick Task Comment Posted as the trigger.
- 4Choose where reports go and test with a comment containing a real EIN.
Questions about this workflow
What if the comment has no EIN?
Notis reports that the EIN is missing and can suggest using nonprofit search instead.
Can it verify several EINs?
Yes, ask it to check every valid nine digit EIN in the comment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Daffy. A trigger fires from one place; an action lands in another.
Clickup triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Triggers when a new List is created.
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List Deleted
Triggers when a List is deleted.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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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.
Clickup and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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