Verify nonprofit EINs from Todoist with Daffy
Add an EIN to a Todoist task and receive the organization details before you give.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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A mistyped or outdated nonprofit identifier can delay a donation or send it to the wrong organization.
- Adds a verification step before giving
- Reduces identifier errors
- Keeps verification evidence in the task report
Setup
Build it in a few focused steps.
- 1Connect Todoist and Daffy in the Notis portal.
- 2Create an automation for EIN verification tasks.
- 3Tell Notis to retrieve the Daffy nonprofit record for the nine-digit EIN in each new task.
- 4Pick the Todoist New Task Created trigger.
- 5Choose a report channel and test with a known EIN.
Questions about this workflow
Does the task need a complete EIN?
Yes, provide the confirmed nine-digit EIN so Daffy can look it up.
Can it create a gift after verification?
This workflow only retrieves nonprofit details; create a separate gift automation if needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Daffy. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
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.
Todoist and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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