Connect Zeffy and ChatbotAI partner
Integrate Zeffy with ChatbotAI partner to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Assign Trail Plan in ChatbotAI Partner when When a new campaign is created in Zeffy
Add Wallet Balance to ChatbotAI Partner when When a new campaign is created in Zeffy
Create New User in ChatbotAI Partner when When a new campaign is created in Zeffy
Create Magic Link for ChatbotAI Partner when When a new campaign is created in Zeffy
Assign Trail Plan in ChatbotAI Partner when When a new contact is created in Zeffy
Popular Zeffy + ChatbotAI partner flows
Start from a real workflow other teams are already running.
Choose a trigger
Zeffy
When this happens...
When a new campaign is created
When a new contact is created
Choose an action
ChatbotAI partner
Automatically do this!
Assign Trail Plan
Add Wallet Balance
Create New User
Create Magic Link
Assign Trail Plan in ChatbotAI Partner when When a new campaign is created in Zeffy
Use this flowAdd Wallet Balance to ChatbotAI Partner when When a new campaign is created in Zeffy
Use this flowCreate New User in ChatbotAI Partner when When a new campaign is created in Zeffy
Use this flowCreate Magic Link for ChatbotAI Partner when When a new campaign is created in Zeffy
Use this flowAssign Trail Plan in ChatbotAI Partner when When a new contact is created in Zeffy
Use this flowAdd Wallet Balance to ChatbotAI Partner when When a new contact is created in Zeffy
Use this flowCreate New User in ChatbotAI Partner when When a new contact is created in Zeffy
Use this flowCreate Magic Link for ChatbotAI Partner when When a new contact is created in Zeffy
Use this flowFind Payments in Zeffy when When New Account Created in ChatbotAI Partner
Use this flowGet Payment Details from Zeffy when When New Account Created in ChatbotAI Partner
Use this flowSupported Triggers & Actions
Everything you can automate between Zeffy and ChatbotAI partner.
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 New Account Created
When a user creates an 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 Details
Retrieve details for a specific Zeffy payment by its ID.
List Contacts
Get contacts from Zeffy with optional email and date filters and pagination.
List Campaigns
Retrieve campaigns from your account, optionally filter by creation date and page through results.
Find Campaign
Retrieve campaign details by ID.
Assign Trail Plan
Add subscribers to a plan
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 Zeffy
Zeffy is a 100% free, all-in-one fundraising platform and donor CRM for nonprofits. 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 to help nonprofits raise more while keeping every dollar.
Learn more
About ChatbotAI partner
A chatbot AI partner providing conversational AI for automated user interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zeffy and ChatbotAI partner 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 Zeffy and ChatbotAI partner 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 ChatbotAI partner. No coding required.
Yes. You can set up a workflow where Zeffy triggers actions in ChatbotAI partner, and a separate workflow where ChatbotAI partner triggers actions in Zeffy. 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 Zeffy and ChatbotAI partner. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zeffy and ChatbotAI partner integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
