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Find Daffy nonprofits from a Drive cause brief

Save a cause brief in Drive to search Daffy for nonprofits that match its stated needs and search terms.

Trigger

File Created

Triggers when a new file is created in Google Drive.

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

Finding candidate charities means switching between research notes and a separate nonprofit search.

  • Start a nonprofit search from the cause brief already in Drive.
  • Review matching organizations in a run report.
  • Reduce the time spent copying research terms into Daffy.

Setup

Build it in a few focused steps.

  • 1Connect Google Drive and Daffy once in the Notis portal.
  • 2Create an automation and ask Notis to search Daffy using the cause and query terms stated in each new brief.
  • 3Pick the Google Drive File Created trigger.
  • 4Choose where Notis should send run reports.
  • 5Test with one real brief containing a clear cause and search phrase.

Questions about this workflow

Does the search guarantee a suitable charity?

No. Daffy returns search matches based on the available query and cause information. Review the results before making a giving decision.

Can the search use an exact cause id?

Only if the needed cause id is available in the brief or supplied in your instruction. Do not assume one that is not provided.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Drive 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

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

Get Contributions

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

ActionInstant

File Created

Triggers when a new file is created in Google Drive.

TriggerPolling

Get Donations

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

ActionInstant

File Deleted or Trashed

Triggers when a file is moved to trash or permanently deleted in Drive.

TriggerPolling

Get Gift by Code

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

ActionInstant

File Shared (Permissions Added)

Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.

TriggerPolling

Get Gifts

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

ActionInstant

File Updated

Triggers when a file's metadata or content changes in Google Drive.

TriggerPolling

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

Google Drive Changes

Triggers when changes are detected in a Google Drive.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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