Connect CallRail and Zeffy
Integrate CallRail with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Payments in Zeffy when Inbound Call Arrives in CallRail
Get Payment from Zeffy when Inbound Call Arrives in CallRail
List Contacts from Zeffy when Inbound Call Arrives in CallRail
Find Contact in Zeffy when Inbound Call Arrives in CallRail
List Campaigns from Zeffy when Inbound Call Arrives in CallRail
Popular CallRail + Zeffy flows
Start from a real workflow other teams are already running.
Choose a trigger
CallRail
When this happens...
Inbound Call Arrives
Text Message Sent
Outbound Call Ends
Call Routing Completes
Call Modified
Text Message Received
New Form Submission
Outbound Call Modified
Choose an action
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Find Payments in Zeffy when Inbound Call Arrives in CallRail
Use this flowGet Payment from Zeffy when Inbound Call Arrives in CallRail
Use this flowList Contacts from Zeffy when Inbound Call Arrives in CallRail
Use this flowFind Contact in Zeffy when Inbound Call Arrives in CallRail
Use this flowList Campaigns from Zeffy when Inbound Call Arrives in CallRail
Use this flowFind Campaign in Zeffy when Inbound Call Arrives in CallRail
Use this flowFind Payments in Zeffy when Text Message Sent via CallRail
Use this flowGet Payment from Zeffy when Text Message Sent via CallRail
Use this flowList Contacts from Zeffy when Text Message Sent via CallRail
Use this flowFind Contact in Zeffy when Text Message Sent via CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and Zeffy.
When this happensTriggers
A trigger is an event that starts a workflow.
Inbound Call Arrives
Runs when inbound call arrives
Text Message Sent
Runs when text message is sent
Outbound Call Ends
Runs when outbound call ends.
Call Routing Completes
Runs when Call Routing Completes
Call Modified
Runs when call is modified
Text Message Received
Runs when text message is received.
Do thisActions
Action is the task that follows automatically within your CallRail integrations.
Send Text Message
Sends a text message to a customer's phone number.
Create Outbound Call
Make an outbound call from your business number to a customer.
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.
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 CallRail
CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
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 CallRail 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 CallRail 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 CallRail triggers actions in Zeffy, and a separate workflow where Zeffy triggers actions in CallRail. 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 CallRail and Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail 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.
