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Notis

Find Daffy nonprofits mentioned in incoming email

Turn an incoming charity question into a focused Daffy search, with the relevant matches ready to review without switching into a separate research session.

Trigger

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

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 requests buried in the inbox can trigger a string of manual searches and leave the original conversation waiting.

  • Start charity research from the message that raised the question.
  • Get Daffy nonprofit matches summarized in one report.
  • Reduce inbox-to-directory context switching.

Setup

Build it in a few focused steps.

  • 1Connect Gmail and Daffy once in the Notis portal.
  • 2Create a new automation in Automations, New Automation, and name it for charity research.
  • 3Tell Notis to search Daffy's nonprofits when a new email clearly names a cause or charity need, then summarize the best matches and flag unclear requests.
  • 4Choose New Gmail Message Received as the trigger and choose where run reports should go.
  • 5Test with one real email that includes a charity or cause question.

Questions about this workflow

Will this automatically donate to a charity it finds?

No. It searches Daffy's nonprofit directory and reports matches for you to review. A search does not create a gift.

What if the email does not name a cause clearly?

Notis can report that the request needs clarification rather than inventing a cause or returning an unsupported search.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Gmail 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

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

TriggerPolling

Get Contributions

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

ActionInstant

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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