Connect Smartsheet and Zeffy
Integrate Smartsheet with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Smartsheet + Zeffy flows
Start from a real workflow other teams are already running.
Choose a trigger
Smartsheet
When this happens...
New Row
Updated Row
New Attachment
Choose an action
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Find Payments in Zeffy when New Row in Smartsheet
Use this flowGet Payment from Zeffy when New Row in Smartsheet
Use this flowList Contacts from Zeffy when New Row in Smartsheet
Use this flowFind Contact in Zeffy when New Row in Smartsheet
Use this flowList Campaigns from Zeffy when New Row in Smartsheet
Use this flowFind Campaign in Zeffy when New Row in Smartsheet
Use this flowFind Payments in Zeffy when Updated Row in Smartsheet
Use this flowGet Payment from Zeffy when Updated Row in Smartsheet
Use this flowList Contacts from Zeffy when Updated Row in Smartsheet
Use this flowFind Contact in Zeffy when Updated Row in Smartsheet
Use this flowSupported Triggers & Actions
Everything you can automate between Smartsheet and Zeffy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Row
Triggers when a new row is added to a sheet.
Updated Row
Triggers when a row is updated in a sheet.
New Attachment
Triggers when a new attachment is added to a row.
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 Smartsheet integrations.
Add Attachment to Row
Attaches a file to an existing row.
Copy Row
Copies a row from one sheet to another.
Move Row
Moves a row from one sheet to another.
Add Discussion to Row
Adds discussion to a row.
Create Workspace
Creates a Workspace.
Send Row
Sends a row via email.
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 Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
Learn moreSimilar apps
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 Smartsheet 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 Smartsheet 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 Smartsheet triggers actions in Zeffy, and a separate workflow where Zeffy triggers actions in Smartsheet. 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 Smartsheet and Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Smartsheet 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.
