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Notis

Scan Daffy for nonprofits monthly

Build a fresh shortlist for the causes you care about.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

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

Charity discovery gets deferred when it competes with daily operational work.

  • Creates regular discovery time
  • Keeps options fresh
  • Supports planned giving

Setup

Build it in a few focused steps.

  • 1Connect Daffy in Notis once.
  • 2Create an automation named Monthly charity scan.
  • 3Tell Notis to search Daffy using your chosen monthly cause query and summarize suitable nonprofits.
  • 4Choose a Notis cron trigger and report channel.
  • 5Test with one immediate search.

Questions about this workflow

Where does the theme come from?

Provide the search query or cause id in the automation instruction.

Does it create gifts?

No. It produces a nonprofit shortlist for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Timelinesai 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 WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

Get Contributions

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

ActionInstant

Get Donations

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

ActionInstant

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.

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

When this happens · Trigger

Do this · Action

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