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Notis

Verify nonprofit EINs on demand

Resolve organization identity before the next approval step.

Trigger

Webhook received

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

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

Manual EIN checks slow down donation operations and invite transcription mistakes.

  • Returns authoritative nonprofit details
  • Catches incorrect identifiers early
  • Creates a consistent verification step

Setup

Build it in a few focused steps.

  • 1Connect Daffy in the Notis portal.
  • 2Create an automation for EIN verification requests.
  • 3Tell Notis to retrieve the Daffy nonprofit record for each webhook's confirmed nine-digit EIN and report any mismatch.
  • 4Pick a Notis webhook trigger.
  • 5Choose a report channel and test with one valid EIN request.

Questions about this workflow

What happens with an invalid EIN?

Notis should report that no matching nonprofit was found.

Can this create a gift too?

This workflow only verifies the nonprofit record.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Fireflies 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

Transcription Complete Trigger

Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.

TriggerPolling

Get Contributions

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

ActionInstant

Get Donations

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

ActionInstant

Get Gift by Code

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

ActionInstant

Get Gifts

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

ActionInstant

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

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.

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

When this happens · Trigger

Do this · Action

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