Search charities from new research attachments
Keep research momentum when a file lands in your Confluence workspace.
Trigger
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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
Uploaded reports and briefs often contain giving ideas that never make it into a charity search.
- Capture giving ideas from incoming research
- Create fast nonprofit shortlists
- Keep research and action connected
Setup
Build it in a few focused steps.
- 1Connect Confluence and Daffy in Notis once.
- 2Create an automation that uses the attachment context and your supplied search criteria.
- 3Pick New Attachment Added as the trigger.
- 4Choose a report destination.
- 5Test with one attachment whose topic is clear.
Questions about this workflow
Can Daffy read every file type?
The search depends on the text or metadata Notis can access from the attachment event.
What if the attachment has no usable topic?
Notis reports insufficient context and skips the search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Daffy. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Confluence and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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