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Notis

Verify nonprofit EIN from a webhook

Give every downstream gift a verified organization record.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Identity checks are often skipped when data crosses system boundaries.

  • Adds a verification checkpoint
  • Reduces recipient mistakes
  • Creates consistent intake

Setup

Build it in a few focused steps.

  • 1Connect Daffy in Notis once.
  • 2Create an automation named Webhook EIN verification.
  • 3Tell Notis to validate the nine-digit EIN in the webhook and retrieve the matching Daffy nonprofit.
  • 4Pick a Notis webhook trigger and report channel.
  • 5Test with one valid EIN payload.

Questions about this workflow

What happens with an invalid EIN?

Notis reports the validation issue and skips the lookup.

Can this create a gift?

No. It verifies the organization only.

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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