Connect Zeffy and Heltar
Integrate Zeffy with Heltar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Payments in Zeffy when New Client Is Created in Heltar
Get Payment Details from Zeffy when New Client Is Created in Heltar
List Contacts from Zeffy when New Client Is Created in Heltar
List Campaigns from Zeffy when New Client Is Created in Heltar
Find Campaign in Zeffy when New Client Is Created in Heltar
Popular Zeffy + Heltar 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
Heltar
Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create or Update Client
Fetch Client Messages
Send Text Message hold
List All Attributes
Create Attribute
Update Attribute
Remove Attribute
Send Templates hold
Create Template hold
Send Private Message
Set Chat to Open or Closed
Toggle Bot Responses
Unassign Employees from a Client
Update an Employee’s Role
Create Employee Account
Delete an Employee
Retrieve Role Permissions
Get Business Profile
Toggle Automatic Chat Assignment
Fetch WhatsApp Commerce Catalog Settings
Update Catalog Settings
Toggle Read Receipts
Delete Convobot Session
Fetch Template Analytics
Set Custom Domain for Redirection
Delete Template
Find Payments in Zeffy when New Client Is Created in Heltar
Use this flowGet Payment Details from Zeffy when New Client Is Created in Heltar
Use this flowList Contacts from Zeffy when New Client Is Created in Heltar
Use this flowList Campaigns from Zeffy when New Client Is Created in Heltar
Use this flowFind Campaign in Zeffy when New Client Is Created in Heltar
Use this flowList All Campaigns in Heltar when When a new campaign is created in Zeffy
Use this flowList All Clients from Heltar when When a new campaign is created in Zeffy
Use this flowList All Templates from Heltar when When a new campaign is created in Zeffy
Use this flowCreate or Update Client in Heltar when When a new campaign is created in Zeffy
Use this flowFetch Client Messages from Heltar when When a new campaign is created in Zeffy
Use this flowSupported Triggers & Actions
Everything you can automate between Zeffy and Heltar.
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.
New Client Is Created
Runs when a new client is created.
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.
List All Campaigns
Retrieve the list of all campaign
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 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 Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zeffy and Heltar 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 Heltar 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 Heltar. No coding required.
Yes. You can set up a workflow where Zeffy triggers actions in Heltar, and a separate workflow where Heltar 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 Heltar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zeffy and Heltar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
