Connect Zeffy and Docusign
Integrate Zeffy with Docusign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Signing Group in Docusign when When a new contact is created in Zeffy
Create a Bulk Send List in DocuSign when When a new contact is created in Zeffy
Add User to Signing Group in Docusign when When a new contact is created in Zeffy
Update Signing Group in Docusign when When a new payment or donation is created in Zeffy
Delete Bulk Send List in Docusign when When a new payment or donation is created in Zeffy
Popular Zeffy + Docusign flows
Start from a real workflow other teams are already running.
Choose a trigger
Zeffy
When this happens...
When a new campaign is created
When a new contact is created
When a new payment or donation is created
Choose an action
Docusign
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Create Template
Update Template
Create Signing Group
Add User to Signing Group
Update Signing Group
Delete Signing Group
Create Bulk Send Request
Delete Bulk Send List
List/Search Bulk Send List
List/Search temaplate
Delete Signing Group in Docusign when When a new contact is created in Zeffy
Use this flowCreate a Bulk Send List in DocuSign when When a new contact is created in Zeffy
Use this flowAdd User to Signing Group in Docusign when When a new contact is created in Zeffy
Use this flowUpdate Signing Group in Docusign when When a new payment or donation is created in Zeffy
Use this flowDelete Bulk Send List in Docusign when When a new payment or donation is created in Zeffy
Use this flowCreate Bulk Send Request in Docusign when When a new payment or donation is created in Zeffy
Use this flowList/Search temaplate in Docusign when When a new payment or donation is created in Zeffy
Use this flowUpdate Template in Docusign when When a new payment or donation is created in Zeffy
Use this flowCreate Template in DocuSign when When a new campaign is created in Zeffy
Use this flowAdd User to Signing Group in Docusign when When a new payment or donation is created in Zeffy
Use this flowSupported Triggers & Actions
Everything you can automate between Zeffy and Docusign.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new campaign is created
Runs the workflow automatically whenever a new campaign is created in your account.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account.
When a new payment or donation is created
Runs the workflow automatically whenever a new payment or donation is created in the account.
Do thisActions
Action is the task that follows automatically within your Zeffy integrations.
Find Payments
Retrieve donations and other payment transactions, with optional filters for donor, campaign, status, type, currency, date range, and pagination.
Get Payment
Retrieve details for a specific Zeffy payment by its ID.
List Contacts
Get contacts from Zeffy with optional email and date filters and pagination.
Find Contact
Retrieve a contact by ID.
List Campaigns
Retrieve campaigns from your account, optionally filter by creation date and page through results.
Find Campaign
Retrieve campaign details by ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Zeffy
Zeffy is a 100% free, all-in-one fundraising platform and donor CRM for nonprofits in the United States, Canada, United Kingdom, Ireland, and Australia. It lets organizations collect donations, sell event tickets, run raffles and auctions, manage memberships and online stores, launch peer-to-peer campaigns, and process in-person payments—without platform or transaction fees. Zeffy is funded by optional donor tips, supports major payment methods (cards, Apple Pay, Google Pay, ACH), and includes built-in donor management and email tools with no contact limit at any list size, helping nonprofits raise more while keeping every dollar.
Learn more
About Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zeffy and Docusign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zeffy and Docusign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Docusign. No coding required.
Yes. You can set up a workflow where Zeffy triggers actions in Docusign, and a separate workflow where Docusign triggers actions in Zeffy. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zeffy and Docusign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zeffy and Docusign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.