Connect Sellsy and Zeffy
Integrate Sellsy with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Opportunity in Sellsy when When a new payment or donation is created in Zeffy
Find or Create Company in Sellsy when When a new campaign is created in Zeffy
Create Task in Sellsy when When a new payment or donation is created in Zeffy
Find or Create Company in Sellsy when When a new payment or donation is created in Zeffy
Create or Update Contact in Zeffy when New Opportunity in Sellsy
Popular Sellsy + Zeffy flows
Start from a real workflow other teams are already running.
Choose a trigger
Sellsy
When this happens...
New Contact
New Opportunity
New Company
New Task
Deleted Task
Updated Company
Updated Contact
Updated Opportunity Status
Updated Task
Invoice Created
Invoice Updated
Choose an action
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Create Contact
Create or Update Contact
Update Contact
Delete Contact
Create Opportunity in Sellsy when When a new payment or donation is created in Zeffy
Use this flowFind or Create Company in Sellsy when When a new campaign is created in Zeffy
Use this flowCreate Task in Sellsy when When a new payment or donation is created in Zeffy
Use this flowFind or Create Company in Sellsy when When a new payment or donation is created in Zeffy
Use this flowCreate or Update Contact in Zeffy when New Opportunity in Sellsy
Use this flowCreate Task in Sellsy when When a new campaign is created in Zeffy
Use this flowCreate Opportunity in Sellsy when When a new campaign is created in Zeffy
Use this flowFind or Create Contact in Sellsy when When a new campaign is created in Zeffy
Use this flowCreate Or Update Contact in Sellsy when When a new campaign is created in Zeffy
Use this flowCreate Contact in Sellsy when When a new contact is created in Zeffy
Use this flowSupported Triggers & Actions
Everything you can automate between Sellsy and Zeffy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Opportunity
Triggers when a new opportunity is Created.
New Company
Triggers when a new company (client or prospect) is created.
New Task
Triggers when a new task is created.
Deleted Task
Triggers when a task is deleted.
Updated Company
Triggers when a company (client or prospect) is updated.
Do thisActions
Action is the task that follows automatically within your Sellsy integrations.
Create Contact
Add a new contact with name, email, phone, social profiles, owner, notes, and preferences.
Create Task
Create a new task in Sellsy with title, due date, assignees, label, priority, reminders, and optional related items.
Create Opportunity
Create a new opportunity in Sellsy, specifying owner, pipeline step, amount, probability, source, and optionally related contact/company, due date, notes, and assigned staff.
Find or Create Contact
Search for a contact by last name, email, or mobile number; optionally create a new contact when Create is true using the provided contact fields.
Create Or Update Contact
Add a new contact or update an existing contact in Sellsy using name, email, phone, job title, website, birth date, notes, owner, archive status, and social links.
Find or Create Company
Search companies by name, email, or mobile and filter by company type. If 'Create' is true, create a new company using the provided company fields.
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 Sellsy
Sellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.
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 Sellsy 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 Sellsy 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 Sellsy triggers actions in Zeffy, and a separate workflow where Zeffy triggers actions in Sellsy. 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 Sellsy and Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sellsy 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.
