Verify nonprofit details from a new contact
Check the organization record before you add a charity to your giving plans.
Trigger
Contact Created Trigger
Contact Created Trigger
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 charity name alone can be ambiguous, and manually confirming the right organization slows down follow-up.
- Look up a nonprofit using its confirmed EIN.
- Return organization details in the run report.
- Make charity review part of contact follow-up.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Daffy once in the Notis portal.
- 2Create an automation named Verify nonprofit EIN.
- 3Tell Notis to retrieve nonprofit details using a confirmed nine-digit EIN; supply the EIN if it is not present in the contact event.
- 4Choose HubSpot Contact Created as the trigger and select where run reports should go.
- 5Test with one real contact that has a valid EIN available.
Questions about this workflow
Can Notis determine the EIN from a charity name?
This action retrieves a nonprofit by EIN. Provide a confirmed nine-digit EIN in your instruction or ensure the event has it.
Will it create a donation?
No. It retrieves nonprofit information only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Daffy. A trigger fires from one place; an action lands in another.
Hubspot triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Contact Created Trigger
Contact Created Trigger
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Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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