Connect Zeffy and karlia
Integrate Zeffy with karlia to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Users in Karlia when When a new campaign is created in Zeffy
Create Purchase in Karlia when When a new campaign is created in Zeffy
Create Event in Karlia when When a new campaign is created in Zeffy
Create Note in Karlia when When a new campaign is created in Zeffy
Create Time in Karlia when When a new campaign is created in Zeffy
Popular Zeffy + karlia 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
When a new payment or donation is created
Choose an action
karlia
Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
List All Users in Karlia when When a new campaign is created in Zeffy
Use this flowCreate Purchase in Karlia when When a new campaign is created in Zeffy
Use this flowCreate Event in Karlia when When a new campaign is created in Zeffy
Use this flowCreate Note in Karlia when When a new campaign is created in Zeffy
Use this flowCreate Time in Karlia when When a new campaign is created in Zeffy
Use this flowCreate Project in Karlia when When a new campaign is created in Zeffy
Use this flowCreate Project Subtask in Karlia when When a new campaign is created in Zeffy
Use this flowUpdate Event in Karlia when When a new campaign is created in Zeffy
Use this flowUpdate Purchase in Karlia when When a new campaign is created in Zeffy
Use this flowUpdate Project in Karlia when When a new campaign is created in Zeffy
Use this flowSupported Triggers & Actions
Everything you can automate between Zeffy and karlia.
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.
New Customer
Triggers when a new customer is created.
Update Customer
Triggers when a customer is updated.
New Supplier
Trigger when a new supplier 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
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.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Zeffy and karlia free
No credit card required. Set up your first workflow in minutes.
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
About karlia
Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zeffy and karlia 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 karlia 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 karlia. No coding required.
Yes. You can set up a workflow where Zeffy triggers actions in karlia, and a separate workflow where karlia 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 karlia. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zeffy and karlia integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
