Check nonprofit details after a WhatsApp selection
Turn a quick reply into a nonprofit lookup, so the organization details are ready for your review in the run report.
Trigger
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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 quick selection can leave you with a charity name but no verified details to support the next giving decision.
- Follow up on an interactive selection without reopening the chat
- Retrieve nonprofit details using its confirmed EIN
- Keep the lookup outcome in the automation report
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Daffy once in the Notis portal.
- 2Create an automation by naming it and describing the lookup outcome in one plain-language instruction.
- 3Pick Interactive Reply Received as the trigger.
- 4Choose where run reports should go, then test with a real reply that provides a confirmed nine-digit EIN.
Questions about this workflow
Can the workflow get an EIN from any charity name?
The selected Daffy action looks up a nonprofit by EIN. The reply or supplied context needs to provide the correct nine-digit EIN.
Will it create a gift after the lookup?
No. This workflow retrieves nonprofit information for review and does not create a donation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Daffy. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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