Find nonprofit options from a giving request
Turn an incoming idea for giving into a focused list of organizations to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 research can stall when an idea arrives outside your usual giving workflow.
- Start nonprofit discovery from an HTTP request.
- Search with cause and query context you provide.
- Review options before deciding on a gift.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation named Giving request charity search.
- 3Tell Notis the cause and query text to use, and where those values should come from if not included in the request.
- 4Choose a webhook as the trigger and select where run reports should go.
- 5Test with one real request and review the search results.
Questions about this workflow
What information does the search need?
Daffy's search action uses cause id and query text. Include the needed values in the request or instruction.
Will this automatically make a gift?
No. It returns nonprofit search results for review.
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.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
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
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Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
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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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