Confirm nonprofit details from an EIN request
Use the nonprofit's identifier to check its details as soon as a giving request arrives.
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 request may include an organization name but still need a precise record check before action.
- Use a confirmed EIN to retrieve nonprofit details.
- Start the lookup from an HTTP request.
- Keep the returned record available in the run report.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation named EIN request lookup.
- 3Tell Notis to retrieve nonprofit details using the confirmed nine-digit EIN in the request.
- 4Choose a webhook as the trigger and select where run reports should go.
- 5Test with one real request that includes a valid EIN.
Questions about this workflow
Can the webhook request contain an organization name instead?
This action retrieves a nonprofit by EIN, so the request needs a confirmed nine-digit EIN.
Does the lookup submit a donation?
No. It returns nonprofit details 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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Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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