Check nonprofit EINs from incoming email
A new message with an EIN can become a quick organization check in Daffy, giving you a reviewable result before you move ahead with a gift.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
Manually verifying an EIN adds another lookup step when a giving request arrives with a deadline.
- Look up organizations using the identifier provided in the message.
- Keep the verification result tied to the request that prompted it.
- Catch incomplete or malformed EINs before relying on a lookup.
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 EIN checks.
- 3Tell Notis to look up a nonprofit in Daffy when a new email contains a complete nine-digit EIN and report the returned details for review.
- 4Choose New Gmail Message Received as the trigger and choose where run reports should go.
- 5Test with one real email containing a nonprofit EIN.
Questions about this workflow
What identifier does this use?
The Daffy lookup action uses an EIN. The workflow should proceed only when the message provides a complete nine-digit EIN.
Does a successful lookup create a donation?
No. This workflow retrieves nonprofit information for your review and does not create a gift.
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.
Create Gift
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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.
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.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
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.
Gmail and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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