Connect Zeffy and Storydoc
Integrate Zeffy with Storydoc to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Personalized Story Version in Storydoc when When a new campaign is created in Zeffy
List Stories from Storydoc when When a new campaign is created in Zeffy
Get Story Details from Storydoc when When a new campaign is created in Zeffy
Generate a new story from a prompt with Storydoc when When a new campaign is created in Zeffy
Create Personalized Story Version in Storydoc when When a new contact is created in Zeffy
Popular Zeffy + Storydoc 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
Storydoc
Automatically do this!
Create Personalized Story Version
List Stories
Get Story Details
Generate a new story from a prompt
Create Personalized Story Version in Storydoc when When a new campaign is created in Zeffy
Use this flowList Stories from Storydoc when When a new campaign is created in Zeffy
Use this flowGet Story Details from Storydoc when When a new campaign is created in Zeffy
Use this flowGenerate a new story from a prompt with Storydoc when When a new campaign is created in Zeffy
Use this flowCreate Personalized Story Version in Storydoc when When a new contact is created in Zeffy
Use this flowList Stories from Storydoc when When a new contact is created in Zeffy
Use this flowGet Story Details from Storydoc when When a new contact is created in Zeffy
Use this flowGenerate a new story from a prompt with Storydoc when When a new contact is created in Zeffy
Use this flowSupported Triggers & Actions
Everything you can automate between Zeffy and Storydoc.
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.
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.
Create Personalized Story Version
Create a personalized version of a story template using recipient, branding, product, and gated-content details, and get its unique shareable link.
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 Storydoc
Storydoc is an AI-native platform for creating interactive business documents and presentations—think pitch decks, proposals, reports, one-pagers, and more. It combines AI-assisted creation with personalization at scale (from live CRM data), deep engagement analytics, collaboration, and centralized brand control. Teams use Storydoc to replace static PDFs with on-brand, trackable experiences that boost conversions and speed up deal cycles.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zeffy and Storydoc 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 Storydoc 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 Storydoc. No coding required.
Yes. You can set up a workflow where Zeffy triggers actions in Storydoc, and a separate workflow where Storydoc 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 Storydoc. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zeffy and Storydoc integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
