Find relevant charities from new Salesforce leads
Capture the charitable interests that arrive with a new lead and get matching nonprofits ready to review.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
Cause and charity details buried in a new lead can be hard to revisit when it is time to plan giving.
- Surface nonprofit search results when a lead includes relevant cause details.
- Use the lead's stated interests as search context.
- Keep charity research close to the CRM record that introduced it.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis in one instruction what cause or search terms to use from a new lead and how to report matching organizations.
- 4Pick New Lead Trigger as the trigger and choose where run reports should go.
- 5Test with one real lead that includes a cause or charity interest.
Questions about this workflow
Does this workflow make a donation?
No. It searches Daffy for nonprofits matching the query and reports the results for you to review.
Can it search by a cause category?
Daffy's search action supports a query and cause ID. Supply the cause ID in your instruction if you want to use one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Daffy. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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