Verify nonprofit details from Coda
Record an EIN in Coda and get the corresponding Daffy nonprofit profile before you give.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
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A mistyped or outdated nonprofit identifier can create avoidable giving delays.
- Catches identifier mistakes early
- Provides current nonprofit details
- Creates a reviewable verification report
Setup
Build it in a few focused steps.
- 1Connect Coda and Daffy in Notis once.
- 2Create an automation for nonprofit verification.
- 3Tell Notis to read the EIN in each new Coda document and retrieve the matching Daffy nonprofit profile.
- 4Pick the New Coda Document trigger and choose the report channel.
- 5Test it with one document containing a confirmed nine-digit EIN.
Questions about this workflow
Does the EIN need to be nine digits?
Yes. Daffy requires a confirmed nine-digit EIN for this lookup.
What happens if the EIN is missing?
Notis can report that the document needs a valid EIN before Daffy can be queried.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Daffy. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Coda Document Trigger
Triggers when a new Coda document is created.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
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.
Coda and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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