STEP 1
Select Zeffy in workflow
Pick Zeffy app in the workflow builder [4] - just one click to select the app.
Zeffy Integration
Fee-free fundraising — read payments, contacts, and campaigns, and react when a payment completes. Keep Zeffy financial workflows accurate without repetitive manual updates. Start from Watch Contacts and send the resulting data through Get Campaign or Get Contact.
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Supported triggers and actions for Zeffy integration
Triggers can detect changes in Zeffy and run actions that can create, search or modify data inside Zeffy automatically [3] — exactly how you set them.
- Watch ContactsTriggers when a contact is created or updated.
- Watch Payment CompletedTriggers when a payment is completed.
- Watch PaymentsTriggers when a new payment is created.
- Get CampaignReturns a single campaign.
- Get ContactReturns a single contact.
- Get PaymentReturns a single payment.
- List CampaignsRetrieves a list of campaigns.
- List ContactsRetrieves a list of contacts.
- List PaymentsRetrieves a list of payments.
- Make an API CallPerforms an arbitrary authorized API call.
How to integrate Zeffy in automation workflow?
3 simple steps to make your Zeffy connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Zeffy
When prompted, authorize access to Zeffy in WEXTL once. Zeffy credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Zeffy account. Approve?
STEP 3
Build a workflow
Build your workflow with Zeffy yourself or with WEXTL® AI Builder. Connect Zeffy to any available integrations [5], or use HTTP node to go beyond them.
Zeffy
How Zeffy connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Zeffy app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Zeffy supports.
The following table illustrates what fields Zeffy integration require during authorization flow inside our workflow builder [4].
Connect Zeffy
API Key*Text
••••••••
Demonstration of Zeffy connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | dashboard → Settings → Integrations. Admin only. |
Connect Zeffy to popular apps on WEXTL
Enter a name of the other app you want to sync with Zeffy below. Click on selected app to explore integration options with Zeffy. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Zeffy integration
Select Watch Contacts trigger from Zeffy - this will be a starting point in your automation. Whenever event happens in Zeffy, workflow will start [7] from Watch Contacts node.
Search for Make an API Call, connect it as the next step of integration sequence. You can use filters between Watch Contacts and Make an API Call, so only important data pass from Watch Contacts to the next step. WEXTL gives you full control over the process of Zeffy automation. All parts of workflow are visible on the canvas [4].
Zeffy on WEXTL has 10 modules for building finance automations. Explore Zeffy documentation for more.
Zeffy
Watch Contacts
Coinbase
Performs action
OR
Coinbase
Triggers
Zeffy
Make an API Call
Demonstration of how visual Zeffy automation [6] looks in WEXTL.
Frequently asked questions
Common questions about automating Zeffy in your workflows.
Zeffy has 3 triggers, including "Watch Contacts", "Watch Payment Completed", and "Watch Payments". Triggers are start points of the workflow, and automations may start from them.
Integration has 7 actions, including "Get Campaign", "Get Contact", and "Get Payment", and more. Refer to our Zeffy Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Zeffy integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Zeffy official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Zeffy provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Zeffy or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Zeffy inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Zeffy modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Zeffy integration.
- Zeffy integration source code, module specs and credentials implementation.
- Internal Zeffy integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Zeffy vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Zeffy App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation