Verify a nonprofit after a new subscription
Check the nonprofit record before a new supporter conversation turns into a giving request.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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 ambiguous organization name can send follow up in the wrong direction.
- Confirm organization identity
- Catch incorrect EINs early
- Create a reliable onboarding check
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Daffy once in the Notis portal.
- 2Create an automation telling Notis to verify the provided nine digit EIN.
- 3Pick the Mailchimp Subscribe Trigger.
- 4Choose a report channel for verification results.
- 5Test with one subscription that includes a valid EIN.
Questions about this workflow
What if no EIN is present?
The workflow should report that verification cannot proceed until a nine digit EIN is supplied.
Does verification 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 Mailchimp to Daffy. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Daffy.