Verify nonprofit EINs from your CRM notes
Confirm the organization before money moves.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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 EIN can create uncertainty at the point of donation.
- Confirms organization details before giving
- Catches incomplete or invalid identifiers
- Creates a traceable verification report
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Daffy once in the Notis portal.
- 2Create an automation that looks up the nine digit EIN found in each new note.
- 3Pick the Pipedrive New Note Received trigger.
- 4Choose a report channel and test with one note containing a confirmed EIN.
Questions about this workflow
What if the note has an EIN with formatting characters?
Tell Notis to normalize the value and verify that it contains nine digits before searching.
Does this create a gift?
No. It only retrieves nonprofit information for verification.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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New Note Received Trigger
Triggered when a new note is created in Pipedrive
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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
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