Connect DocsBot and Zeffy
Integrate DocsBot with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Ask Question in Docsbot when When a new contact is created in Zeffy
Create Web Source in Docsbot when When a new payment or donation is created in Zeffy
Ask Question in Docsbot when When a new payment or donation is created in Zeffy
Create Web Source in Docsbot when When a new contact is created in Zeffy
Ask Question in Docsbot when When a new campaign is created in Zeffy
Popular DocsBot + Zeffy flows
Start from a real workflow other teams are already running.
Choose a trigger
DocsBot
When this happens...
- Request a new Trigger for DocsBot
Choose an action
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Ask Question in Docsbot when When a new contact is created in Zeffy
Use this flowCreate Web Source in Docsbot when When a new payment or donation is created in Zeffy
Use this flowAsk Question in Docsbot when When a new payment or donation is created in Zeffy
Use this flowCreate Web Source in Docsbot when When a new contact is created in Zeffy
Use this flowAsk Question in Docsbot when When a new campaign is created in Zeffy
Use this flowCreate Web Source in Docsbot when When a new campaign is created in Zeffy
Use this flowSupported Triggers & Actions
Everything you can automate between DocsBot 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 DocsBot integrations.
Ask Question
Ask a new question to your DocsBot and get an answer.
Create Web Source
Creates a new source to train a bot.
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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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 DocsBot
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
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 DocsBot 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 DocsBot 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 DocsBot triggers actions in Zeffy, and a separate workflow where Zeffy triggers actions in DocsBot. 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 DocsBot and Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire DocsBot 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.
