Connect Swit and Zeffy
Integrate Swit with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Swit + Zeffy flows
Start from a real workflow other teams are already running.
Choose a trigger
Swit
When this happens...
New Idea Posted
New Message Arrives
New Comment Is Posted to a Task
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
Find Payments in Zeffy when New Idea Posted in Swit
Use this flowGet Payment from Zeffy when New Idea Posted in Swit
Use this flowList Contacts from Zeffy when New Idea Posted in Swit
Use this flowFind Contact in Zeffy when New Idea Posted in Swit
Use this flowList Campaigns from Zeffy when New Idea Posted in Swit
Use this flowFind Campaign in Zeffy when New Idea Posted in Swit
Use this flowCreate Contact in Zeffy when New Idea Posted in Swit
Use this flowCreate or Update Contact in Zeffy when New Idea Posted in Swit
Use this flowUpdate Contact in Zeffy when New Idea Posted in Swit
Use this flowDelete Contact from Zeffy when New Idea Posted in Swit
Use this flowSupported Triggers & Actions
Everything you can automate between Swit and Zeffy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea Posted
Runs when a new idea is posted in a specific channel.
New Message Arrives
Runs when new message arrives in the selected channel.
New Comment Is Posted to a Task
Runs when new comment is posted to a task
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 Swit integrations.
Create Channel
Update the existing Swit Create Channel action with the documented request fields, improved field UX, required-field validation, API-default handling, and reusable error handling.
Post Idea
Post an idea to a chosen channel.
Post Message
Post a plain-text message to a selected channel.
Create Project
Update the existing Swit Create Project action with documented request fields, corrected endpoint handling, required-field validation, API-default handling, and reusable error handling.
Create Task
Create a new task in a selected project.
Add Comment To Task
Posts a comment to a selected task.
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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From idea to automation.
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 Swit
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
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 Swit 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 Swit 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 Swit triggers actions in Zeffy, and a separate workflow where Zeffy triggers actions in Swit. 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 Swit and Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Swit 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.
