Connect MyDocSafe and Zeffy
Integrate MyDocSafe with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular MyDocSafe + Zeffy flows
Start from a real workflow other teams are already running.
Choose a trigger
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an action
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Find Payments in Zeffy when Document is Signed in Mydocsafe
Use this flowGet Payment from Zeffy when Document is Signed in Mydocsafe
Use this flowList Contacts from Zeffy when Document is Signed in Mydocsafe
Use this flowFind Contact in Zeffy when Document is Signed in Mydocsafe
Use this flowList Campaigns from Zeffy when Document is Signed in Mydocsafe
Use this flowFind Campaign in Zeffy when Document is Signed in Mydocsafe
Use this flowFind Payments in Zeffy when Form is submitted in Mydocsafe
Use this flowGet Payment from Zeffy when Form is submitted in Mydocsafe
Use this flowList Contacts from Zeffy when Form is submitted in Mydocsafe
Use this flowFind Contact in Zeffy when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Zeffy.
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
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 MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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.
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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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 MyDocSafe 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 MyDocSafe 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 MyDocSafe triggers actions in Zeffy, and a separate workflow where Zeffy triggers actions in MyDocSafe. 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 MyDocSafe and Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe 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.
