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Search Daffy nonprofits from new Zendesk tickets

Turn nonprofit questions into a focused search as soon as a ticket is created.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

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 nonprofits requires repeated copying, searching and comparing across tools.

  • Speed up nonprofit discovery
  • Reduce copy and paste work
  • Return focused search results to the team

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Daffy once in Notis.
  • 2Create an automation named Ticket Nonprofit Search.
  • 3Tell Notis to read the ticket's cause and query details, search Daffy nonprofits, and summarize the best matches.
  • 4Pick New Zendesk Ticket as the trigger and choose a report channel.
  • 5Test with one real nonprofit question.

Questions about this workflow

Where do cause id and query text come from?

Your instruction should tell Notis where the ticket provides those values. If a cause id is missing, the report can flag that information as needed.

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.

TriggerScheduled

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Get Contributions

Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

Get Donations

Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.

ActionInstant

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

ActionInstant

Get Gifts

Tool to retrieve a list of gifts. use when you need to page or filter gifts.

ActionInstant

Get Non-Profit by EIN

Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.

ActionInstant

Get User Causes

Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.

ActionInstant

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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