Connect Docstar and Zeffy
Integrate Docstar with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Payments in Zeffy when When a new document is created in Docstar
Get Payment from Zeffy when When a new document is created in Docstar
List Contacts from Zeffy when When a new document is created in Docstar
Find Contact in Zeffy when When a new document is created in Docstar
List Campaigns from Zeffy when When a new document is created in Docstar
Popular Docstar + Zeffy flows
Start from a real workflow other teams are already running.
Choose a trigger
Docstar
When this happens...
When a new document is created
When a document is updated
When a document is deleted
When a document's title changes
Choose an action
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Find Payments in Zeffy when When a new document is created in Docstar
Use this flowGet Payment from Zeffy when When a new document is created in Docstar
Use this flowList Contacts from Zeffy when When a new document is created in Docstar
Use this flowFind Contact in Zeffy when When a new document is created in Docstar
Use this flowList Campaigns from Zeffy when When a new document is created in Docstar
Use this flowFind Campaign in Zeffy when When a new document is created in Docstar
Use this flowFind Payments in Zeffy when When a document is updated in Docstar
Use this flowGet Payment from Zeffy when When a document is updated in Docstar
Use this flowList Contacts from Zeffy when When a document is updated in Docstar
Use this flowFind Contact in Zeffy when When a document is updated in Docstar
Use this flowSupported Triggers & Actions
Everything you can automate between Docstar and Zeffy.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new document is created
Runs the workflow automatically whenever a new document is created.
When a document is updated
Runs the workflow automatically whenever a document is updated.
When a document is deleted
Runs the workflow automatically whenever a document is deleted from the account.
When a document's title changes
Runs the workflow automatically whenever any document's title is changed.
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.
Do thisActions
Action is the task that follows automatically within your Docstar integrations.
Find Documents
Find documents in a collection by plain-language query, page name, or page ID. Optionally include document titles and direct links.
Create Page
Add a new page under a selected parent. Set the title, optional URL slug and content, and choose publish and editing options.
Find Pages in a Collection
Search a collection for pages, optionally filtering by page name or page ID.
View Page Text and Metadata
Display a page's readable text and basic metadata (title, page number, timestamp). If the page has no text, show 'This page has no content.'
Create Page Endpoint
Create an endpoint that retrieves a page's text and basic details.
Create Pending FAQ Entries
Convert text into pending FAQ entries in a selected collection, and optionally send the generated FAQs to a webhook URL.
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 Docstar
Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.
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 Docstar 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 Docstar 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 Docstar triggers actions in Zeffy, and a separate workflow where Zeffy triggers actions in Docstar. 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 Docstar and Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docstar 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.
