Connect Agiled and Zeffy
Integrate Agiled with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Product in Agiled when When a new campaign is created in Zeffy
Add Project in Agiled when When a new campaign is created in Zeffy
Create Contact in Agiled when When a new campaign is created in Zeffy
Create Expense in Agiled when When a new campaign is created in Zeffy
Create a Task in Agiled when When a new campaign is created in Zeffy
Popular Agiled + Zeffy flows
Start from a real workflow other teams are already running.
Choose a trigger
Agiled
When this happens...
- Request a new Trigger for Agiled
Choose an action
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Add Product in Agiled when When a new campaign is created in Zeffy
Use this flowAdd Project in Agiled when When a new campaign is created in Zeffy
Use this flowCreate Contact in Agiled when When a new campaign is created in Zeffy
Use this flowCreate Expense in Agiled when When a new campaign is created in Zeffy
Use this flowCreate a Task in Agiled when When a new campaign is created in Zeffy
Use this flowAdd Invoice in Agiled when When a new campaign is created in Zeffy
Use this flowUpdate product in Agiled when When a new campaign is created in Zeffy
Use this flowUpdate Project in Agiled when When a new campaign is created in Zeffy
Use this flowCreate Estimate in Agiled when When a new campaign is created in Zeffy
Use this flowUpdate Contact in Agiled when When a new campaign is created in Zeffy
Use this flowSupported Triggers & Actions
Everything you can automate between Agiled and Zeffy.
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 Agiled integrations.
Add Product
Use this action to add products in agiled.app
Add Project
Use this action to add Projects in agiled.app
Create Contact
Create a contact with role lead
Create Expense
create a expense in agiled.app
Create a Task
Create A task in agiled.app
Add Invoice
Use this action to add invoice in agiled.app
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 Agiled
Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agiled and Zeffy 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 Agiled and Zeffy 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 Zeffy. No coding required.
Yes. You can set up a workflow where Agiled triggers actions in Zeffy, and a separate workflow where Zeffy triggers actions in Agiled. 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 Agiled and Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agiled and Zeffy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
