Find a Daffy nonprofit match for each new deal
Turn deal context into a shortlist of organizations worth supporting.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Choosing a nonprofit after a deal closes often becomes an open loop with no clear next step.
- Produces a focused nonprofit shortlist
- Uses deal language as the research prompt
- Makes the next giving decision easier
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Daffy once in the Notis portal.
- 2Create an automation that asks Notis to search for nonprofits matching each new deal's cause context.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose a report channel and test with one real deal containing a clear cause or query.
Questions about this workflow
What if the deal has no cause or nonprofit hint?
Notis asks for a search term or reports that the deal lacks enough context for a useful search.
Does this create a donation automatically?
No. It returns matching nonprofits so you can decide what to do next.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Daffy. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive 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.