Find giving opportunities for new HubSpot contacts
Give new relationships a thoughtful next step by finding nonprofits that match the causes you care about.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Researching organizations after every new introduction adds another task and makes follow-up easy to lose.
- Surface relevant nonprofit options as soon as a contact is added.
- Keep charity research connected to your relationship workflow.
- Review matches before deciding whether to give.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Daffy once in the Notis portal.
- 2Create an automation named New contact cause search.
- 3Tell Notis which cause or search topic to use and ask it to return matching nonprofits; provide any missing context it needs.
- 4Choose HubSpot Contact Created as the trigger and select where run reports should go.
- 5Test with one real contact and review the nonprofit matches.
Questions about this workflow
Does this workflow donate automatically?
No. It searches for matching nonprofits and returns options for you to review. It does not create a gift.
How does Notis know what cause to search?
Include the cause or search topic in your instruction. If it is not available from the contact event, provide it in the prompt.
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.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Contact Created Trigger
Contact Created Trigger
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
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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No card. Works with personal or business Daffy.