Confirm charity identity before Daffy gift review
Build a dependable identity check into every complete giving request.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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
Incorrect nonprofit records create rework when gift requests are reviewed too late.
- Reduce recipient errors
- Add a clear validation step
- Speed confident review
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Daffy once.
- 2Create an automation named Charity Identity Check.
- 3Tell Notis to extract and validate the nine-digit EIN, retrieve the Daffy nonprofit record, and report any mismatch.
- 4Choose New Zendesk Ticket and select a report channel.
- 5Test with one ticket containing a confirmed EIN.
Questions about this workflow
Does this create the gift after verification?
No. It verifies the nonprofit record. Gift creation is a separate Daffy action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Daffy. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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