Connect Zeffy and Quo
Integrate Zeffy with Quo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Call Recordings from Quo when When a new campaign is created in Zeffy
Get Call Details from Quo when When a new campaign is created in Zeffy
Call Summary in Quo when When a new campaign is created in Zeffy
Get Call Transcript from Quo when When a new campaign is created in Zeffy
Get Call Voicemail from Quo when When a new campaign is created in Zeffy
Popular Zeffy + Quo 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
Quo
Automatically do this!
Get Call Recordings
Get Call Details
Call Summary
Get Call Transcript
Get Call Voicemail
Send SMS
Get Message by ID
Add or update contact
Get phone numbers
Get call history
List Conversations
List Messages
Get Call Recordings from Quo when When a new campaign is created in Zeffy
Use this flowGet Call Details from Quo when When a new campaign is created in Zeffy
Use this flowCall Summary in Quo when When a new campaign is created in Zeffy
Use this flowGet Call Transcript from Quo when When a new campaign is created in Zeffy
Use this flowGet Call Voicemail from Quo when When a new campaign is created in Zeffy
Use this flowSend SMS via Quo when When a new campaign is created in Zeffy
Use this flowGet Message by ID from Quo when When a new campaign is created in Zeffy
Use this flowAdd or update contact in Quo when When a new campaign is created in Zeffy
Use this flowGet call history from Quo when When a new campaign is created in Zeffy
Use this flowList Conversations from Quo when When a new campaign is created in Zeffy
Use this flowSupported Triggers & Actions
Everything you can automate between Zeffy and Quo.
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.
Incoming/Outgoing Call Completed
Triggers when an incoming/outgoing call is completed.
Call Recording Completed
Triggers when a call recording has finished.
Call Summary Completed
Triggered when a call summary is completed for the selected phone number(s).
Call Transcript Completed
Triggered when a call transcript is finished and available for the selected phone number(s).
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.
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.
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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 Quo
QUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zeffy and Quo 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 Quo 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 Quo. No coding required.
Yes. You can set up a workflow where Zeffy triggers actions in Quo, and a separate workflow where Quo 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 Quo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zeffy and Quo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
