Verify nonprofit EINs as they arrive
Send a confirmed EIN to Notis and receive the Daffy nonprofit record automatically.
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
Nonprofit verification gets delayed between intake forms and the giving workflow.
- Shorten verification turnaround
- Catch mismatched records early
- Connect intake systems to Daffy
Setup
Build it in a few focused steps.
- 1Connect Daffy in Notis once.
- 2Create an automation asking Notis to retrieve nonprofit details for each confirmed nine-digit EIN in the webhook payload.
- 3Choose a Notis webhook trigger.
- 4Choose a report destination.
- 5Test with one valid EIN payload.
Questions about this workflow
What if the EIN is invalid?
Notis can report the lookup failure for correction.
Does this search by charity name?
No. This workflow uses the confirmed EIN lookup action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Daffy. A trigger fires from one place; an action lands in another.
Trello 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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Card Updated Trigger
Triggered when a specific card is updated
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
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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.
Trello and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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