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Notis

Look up a nonprofit in Daffy by EIN

When a nonprofit's EIN is in hand, use a quick request to return Daffy's organization details for your review.

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

A separate lookup can interrupt a decision when the nonprofit identifier is already available.

  • Start a lookup with an EIN already on hand.
  • Receive organization details in a report channel you select.
  • Check the returned organization before making a gift decision.

Setup

Build it in a few focused steps.

  • 1Connect Daffy once in the Notis portal.
  • 2Create a new automation in Automations, New Automation, and name it for nonprofit EIN lookup.
  • 3Tell Notis to retrieve the Daffy nonprofit record for the supplied complete nine-digit EIN and summarize the returned details.
  • 4Choose a Notis webhook trigger and choose where run reports should go.
  • 5Test with one known nonprofit EIN and review the result.

Questions about this workflow

What kind of EIN should I provide?

Provide the nonprofit's complete nine-digit EIN so the lookup has the identifier it requires.

Will the lookup verify eligibility for every purpose?

It returns nonprofit information from Daffy. Review the details yourself for the decision you need to make.

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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