Connect Callingly and Zeffy
Integrate Callingly with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Callingly when When a new campaign is created in Zeffy
Call Lead via Callingly when When a new campaign is created in Zeffy
Schedule Call with Callingly when When a new campaign is created in Zeffy
Create Team in Callingly when When a new campaign is created in Zeffy
Create Client in Callingly when When a new contact is created in Zeffy
Popular Callingly + Zeffy flows
Start from a real workflow other teams are already running.
Choose a trigger
Callingly
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an action
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Create Client in Callingly when When a new campaign is created in Zeffy
Use this flowCall Lead via Callingly when When a new campaign is created in Zeffy
Use this flowSchedule Call with Callingly when When a new campaign is created in Zeffy
Use this flowCreate Team in Callingly when When a new campaign is created in Zeffy
Use this flowCreate Client in Callingly when When a new contact is created in Zeffy
Use this flowCall Lead via Callingly when When a new contact is created in Zeffy
Use this flowSchedule Call with Callingly when When a new contact is created in Zeffy
Use this flowCreate Team in Callingly when When a new contact is created in Zeffy
Use this flowCreate Client in Callingly when When a new payment or donation is created in Zeffy
Use this flowCall Lead via Callingly when When a new payment or donation is created in Zeffy
Use this flowSupported Triggers & Actions
Everything you can automate between Callingly and Zeffy.
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ends
Runs when call ends
New Lead Is Created
Runs when new lead is created
Lead Is Updated
Runs when lead is tagged or its status is updated.
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 Callingly integrations.
Create Client
Create a new client and return the client's details.
Call Lead
Connect a lead to the first available team member by phone.
Schedule Call
Create or update a lead and schedule your team to call them at a chosen time.
Create Team
Create a new team
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.
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 Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
Learn more
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 Callingly 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 Callingly 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 Callingly triggers actions in Zeffy, and a separate workflow where Zeffy triggers actions in Callingly. 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 Callingly and Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Callingly 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.
