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Notis

Verify nonprofit EINs from Jira

Check the nonprofit behind an EIN without leaving the giving request.

Trigger

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

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 mistyped or unverified nonprofit identifier can slow down giving decisions and create another research task.

  • Keep EIN verification near the Jira request.
  • Catch missing or invalid identifiers before follow-up.
  • Summarize returned nonprofit details for review.

Setup

Build it in a few focused steps.

  • 1Connect Jira and Daffy once in the Notis portal.
  • 2Create an automation named Verify nonprofit EINs from Jira.
  • 3Tell Notis to look up a clearly stated nine-digit EIN in each new issue and summarize the nonprofit details; report when no valid EIN is present.
  • 4Pick Jira New Issue as the trigger and choose where run reports go.
  • 5Test with one real issue containing an EIN.

Questions about this workflow

What information is needed for the lookup?

The issue must provide the nonprofit's nine-digit EIN.

Does this workflow create a gift?

No. It retrieves nonprofit information for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Jira 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

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

TriggerInstant

Get Contributions

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

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

Get Donations

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

ActionInstant

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

TriggerInstant

Get Gift by Code

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

ActionInstant

Get Gifts

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

ActionInstant

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

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.

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

When this happens · Trigger

Do this · Action

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