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.
Important: Zeffy 2.0 is here
We have launched Zeffy 2.0. 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 2.0 when you're ready.
- All new Zaps should be built using Zeffy 2.0.
- Zeffy 2.0 connects using an API key instead of your login credentials, which is more secure and reliable.
Step 1: Get your Zeffy API key (Zeffy 2.0 only)
To connect Zeffy 2.0 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 4.
Step 2: Follow Zeffy's Zapier invitation
Zeffy isn't automatically listed in Zapier's public app directory. To use the Zeffy Zapier integration, you need to use our custom invitation link. This will link your Zapier account to your Zeffy account and allow you to select the application you'd like your Zeffy information sent to.
You can find our Zapier invite link here.
Step 3: Log in or sign up to Zapier
When you follow Zeffy's invitation link, you'll be taken to Zapier's login/signup page. Create your account or sign in if you already have one.
You'll be asked for a little more information about your organization. Follow the Zapier onboarding steps until you reach the invitation acceptance page.
Scroll down and click Accept Invite & Build a Zap to proceed.
Step 4: Build your first Zap with Zeffy as the trigger
Once your signup is finalized, you can build your first Zeffy Zap. Click + Create Zap.
Click 1. Trigger to define the trigger for your Zap.
In the trigger list, search for Zeffy and make sure to select Zeffy 2.0 (the latest version). 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 2.0.
Step 5: Choose your trigger event
There are two possible trigger events in the Zeffy Zap:
- Get Donations: This Zap will be triggered for each donation and contains all the information about the donation.
- Get Order: This Zap will be triggered for each ticket, membership, raffle, or e-commerce purchase. If you just want to receive general information about each purchase, this Zap is perfect.
Some information from Zeffy (such as additional questions) will be 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.
Some information from Zeffy (such as additional questions) will be sent in list format in Zapier, such as additional questions. You can use the Zap "Formatter" in the "Utilities" type and choose "pick from list" to choose the question to retrieve.
Click Continue.
Step 6: Connect your Zeffy account
This is where Zeffy 2.0 differs from 1.9.
For Zeffy 2.0:
- 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 donation or transaction on Zeffy triggers this Zap.
For more information, please refer to Zapier's documentation here.