Build a Daffy charity shortlist for a new webinar
Start every webinar with relevant giving options ready for your audience or team.
Trigger
New Webinar Created
Triggers when a new webinar is created for a user.
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
New events often launch before anyone has researched credible nonprofit recipients.
- Accelerates event planning
- Provides relevant nonprofit options
- Reduces last-minute research
Setup
Build it in a few focused steps.
- 1Connect Zoom and Daffy in Notis once.
- 2Create an automation that searches for nonprofits matching the webinar purpose.
- 3Pick New Webinar Created as the trigger.
- 4Choose a report channel and test with one new webinar.
Questions about this workflow
What if the webinar has no clear cause?
Notis reports that more context is needed before it can produce a useful search.
Can I include a preferred location?
Yes, include location or other search guidance in the plain-language prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Daffy. A trigger fires from one place; an action lands in another.
Zoom 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.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
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.
Zoom and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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