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Grants Management: Validate EIN (Sample)
Learn what's included in the flow that validates the tax ID for an applying organization.
| Flow Element | Description |
|---|---|
| 1. Start | |
| 2. Get Records: Get Account Record | Searches for and retrieves the Account record related to this flow. |
| 3. Screen: Check Tax Status | Shows the Tax Status Search component to the grantmaker, allowing them to search for a United States-based organization’s EIN and select a valid result. |
| 4. Screen: Selected Match Results | Shows tax search results from GuideStar that a grantmaker selected. |
| 5. Assignment: Set Account Fields | Changes the fields on the Account from the selected results, including:
|
| 6. Update Records: Update Account | Updates the Account Name and Tax ID fields on the Account record. |
| 7. Screen: Success Message | Presents a confirmation message that the Account is updated. |
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