Zeffy automation for donations, memberships, and event payments
Auto-route new donations to your CRM, log event ticket sales in Sheets, and update supporter records so fundraising stays organized.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Zeffy.
Update records in Zeffy automatically when data changes in the apps your team already uses.
Log Zeffy activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Zeffy
Ready-made flows built with Zeffy — preview one, then make it yours.
Ready to use Zeffy automations
Triggers and Actions in Zeffy Automations
viaSocket makes it simple to connect Zeffy and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
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 Zeffy integrations.
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.
Find Contact
Retrieve a contact by ID.
List Campaigns
Retrieve campaigns from your account, optionally filter by creation date and page through results.
Find Campaign
Retrieve campaign details by ID.
Real-world use cases of Zeffy integrations
See how Zeffy integrates with popular apps to automate tasks and streamline your workflow.
Create or update donor records in Salesforce whenever someone gives through a Zeffy donation form.
Record every Zeffy donation and refund in QuickBooks so your books match your fundraising totals.
Add new Zeffy ticket buyers to a Mailchimp audience for event reminders and follow-up appeals.
Alert your team in Slack when a Zeffy campaign passes a goal or receives a major gift.
Log Zeffy event registrations to a spreadsheet so committees can track attendance without asking staff.
Flag cancelled recurring Zeffy donations in your database so someone can reach out before donors lapse.
How to get started with Zeffy automations
Automate when something happens in Zeffy
Login -> Create new flow -> Select trigger -> Search Zeffy -> Choose the trigger from the list
Look up Zeffy data as a step in your flow.
Login -> Create new flow -> Select action -> Search Zeffy -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
Select Zeffy from the viaSocket integrations list and authorize your account. Then pick a trigger, such as a new donation or ticket purchase, map the fields to your other tools, and turn the workflow on.
Common triggers include new donations, recurring gifts, ticket purchases, and event registrations, depending on the triggers available in the integration. Each one can update your CRM, accounting tool, or reports without staff re-entering data.
You can send each Zeffy transaction to both your CRM and your accounting tool in the same workflow, so donor history and financial records stay aligned. Filters let you route different gift types to different destinations.
Yes, viaSocket can run AI steps that segment donors by giving history, draft personalized thank-you messages, or summarize campaign performance before the data reaches your team. You decide where AI runs in each workflow.
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.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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