Turn campaign criteria into a charity shortlist
Give campaign planning a useful first pass without opening multiple directories.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Finding suitable charities for each campaign can consume more time than the brief itself.
- Speed up campaign research
- Keep criteria consistent
- Create reusable shortlists
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create a campaign research automation.
- 3Tell Notis to search Daffy using the cause id and query text supplied in each webhook request, then rank the results by fit.
- 4Choose a webhook trigger.
- 5Select a report channel and test with one campaign brief.
Questions about this workflow
What search inputs are supported?
Provide a cause id and query text for the Daffy nonprofit search.
Will it recommend a final recipient?
It returns a shortlist for review; your team decides the final recipient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Daffy. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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