Integrating Zeffy with Zapier
Zeffy offers integrations to more than 1000 web tools and databases in an easy and intuitive way through Zapier. We are able to integrate with any tool that's available on Zapier.
When you receive a transaction or donation in Zeffy, you can have it sent to any of the applications available on Zapier automatically.
Zeffy 2.3 is here
We have launched Zeffy 2.3. Here's what you need to know:
If you're already using Zeffy 1.9, your existing Zaps will keep working as usual. Zeffy 1.9 will be phased out over the next 3 to 6 months, so we recommend migrating to Zeffy 2.3 when you're ready.
All new Zaps should be built using Zeffy 2.3.
Zeffy 2.3 connects using an API key instead of your login credentials, which is more secure and reliable.
Step 1: Get your Zeffy API key (Zeffy 2.3 only)
To connect Zeffy 2.3 to Zapier, you'll need an API key from your Zeffy account.
A few things to know before you start:
Only admins can access the API key. If you're not an admin, ask one on your team to grab it for you.
You'll find it in your organization's account settings, not in your personal profile.
To get your API key:
Log in to your Zeffy account.
Go to Settings.
Select Organization information.
Click on Integrations.
Copy your API key and keep it somewhere safe. You'll paste it into Zapier in Step 5.
Step 2: Log in or sign up to Zapier
Zeffy is a public app on Zapier, so there is no invitation link to follow. Just log in to your Zapier account, or sign up for one if you don't have it yet.
You can also go straight to Zeffy's integrations page on Zapier.
Step 3: Build your first Zap with Zeffy as the trigger
Once you're logged in, click + Create Zap to build your first Zeffy Zap.
Click 1. Trigger to define the trigger for your Zap.
In the trigger list, search for Zeffy and select the Zeffy app. If you're already using Zeffy 1.9 and want to keep an existing Zap working, you can still select 1.9, but for any new Zap, choose Zeffy 2.3.
Step 4: Choose your trigger event
The Zeffy app offers these trigger events:
New Payment: triggered for each payment, whatever its status.
Successful Payment: triggered only when a payment succeeds.
Updated Payment: triggered when buyer information is edited, a payment is refunded, or its status changes.
New Contact, Updated Contact, and Deleted Contact: triggered when a contact is created, modified, or deleted in Zeffy.
Deleted Payment: triggered when a payment is deleted.
Some information from Zeffy (such as additional questions) is sent to Zapier in list format. You can use the Zap Formatter in the Utilities type and choose Pick from list to retrieve a specific question.
Click Continue.
Step 5: Connect your Zeffy account
This is where Zeffy 2.3 differs from 1.9.
For Zeffy 2.3:
When prompted, paste the API key you copied in Step 1.
Click Yes, Continue to Zeffy.
For Zeffy 1.9 (legacy):
Enter your Zeffy login email and password.
Click Yes, Continue to Zeffy.
If you see an error message, your credentials or API key were invalid. Double-check what you entered, and use Zeffy's reset password function or grab a fresh API key if needed.
You're all set!
Your Zap with Zeffy as the trigger is now configured. You can select the action you'd like to take place after a new payment or contact on Zeffy triggers this Zap.
Zeffy also offers actions you can use in any Zap, such as Create Payment Record, Create or Update Contact, Delete Contact, Delete Payment Record, Find Contact by Email, and Find Payment by ID.
For more information, please refer to Zeffy's integrations page on Zapier.