Zeffy + Microsoft Excel Integrations, Built by an AI Agent
Put Zeffy + Microsoft Excel to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Zeffy and Microsoft Excel
See the kind of workflows teams build with Zeffy and Microsoft Excel below — describe the exact one you want above and the Agent builds it on demand.
Log every donation in a sheet
When a new donation or investment is recorded in Zeffy, add a row to Microsoft Excel.
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Create donors from rows
When a new row is added in Microsoft Excel, create or update the donor in Zeffy.
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Track campaign milestones
When a campaign reaches its goal in Zeffy, update the campaign row in Microsoft Excel.
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Browse the full workflow library →
Looking to achieve something else with Zeffy and Microsoft Excel?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Zeffy and Microsoft Excel
Everything Zeffy and Microsoft Excel can do inside a workflow — the triggers that start one and the actions that run when it fires.
Zeffy Explore Zeffy →
A zero-fee online fundraising platform that allows non-profit organizations to collect donations, sell tickets, and manage campaigns.
TriggersTriggers when a contact is created from a form, the dashboard, an import, or the API.
Triggers when a contact is deleted, including contacts absorbed by a merge. Delivers a reference (ID) only, since the contact itself is gone.
Triggers when a contact is updated, including edits cascading from a payment.
Triggers when a payment is recorded, whatever its status (pending, succeeded, or failed): through a form, entered manually, imported, or created via the API. It does not mean the payment succeeded. To act only on payments that went through, use Successful Payment instead.
Triggers when a payment succeeds (donations, tickets, memberships, and more), and only then. Use New Payment instead to catch every payment as soon as it is recorded, whatever its status.
Triggers when a manual payment is deleted. Delivers a reference (ID) only, since the payment itself is gone.
Creates a contact, or updates the existing one if a contact already has this email address.
Permanently deletes a contact, with the same effects as deleting it from your dashboard.
Permanently deletes a payment record that was added manually or by import. Payments made online through a form cannot be deleted. This does not refund anyone or move any money.
Creates a record of a payment you already collected outside Zeffy, such as cash, a cheque or an in-kind gift. This does not charge anyone or process any money.
Microsoft Excel Explore Microsoft Excel →
Microsoft Excel is a spreadsheet application used for organizing, analyzing, and visualizing data in tabular form.
TriggersTriggers when a new row is added to a worksheet in a spreadsheet.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
Triggers when a row is added or updated in a worksheet.
Adds a new row to the end of a worksheet.
Adds one or more rows to the end of a worksheet (with line item support).
Adds a new row to the end of a specific table.
Clears the contents and/or formatting of a range of cells.
Clears the contents and/or formatting of a column by index.
Clears the contents and/or formatting of a row by ID.
Other Fundraising apps on Knit
Explore more Fundraising integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
1ClickImpact
1ClickImpact is a charitable giving platform that allows organizations and donors to automate micro-donations and social impact funding.
Anedot
An online payment and donation management platform built specifically for non-profits, churches, political campaigns, and schools.
Auctria
Auctria is an event fundraising platform that helps non-profit organizations plan, manage, and execute online, silent, and live auctions.
Auxilia
Auxilia is a fundraising software platform designed to assist non-profit organizations with donor management and campaign tracking.
BetterWorld
An online fundraising platform providing non-profits with tools for auctions, ticketing, peer-to-peer campaigns, and donations.
Bloomerang
Bloomerang is a donor management and fundraising software designed to help non-profit organizations increase donor retention and engagement.
Bloomerang Fundraising
A non-profit donor management and fundraising software that helps non-profit organizations retain donors and track fundraising efforts.
Buy Me a Coffee
Buy Me a Coffee is a payment and membership platform that allows content creators to collect micro-donations and monthly subscriptions.
Other Spreadsheets apps on Knit
Explore more Spreadsheets integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Calculator Studio
An interactive spreadsheet and dashboard tool for building custom visual calculators and data models.
Data Blaze
A web-based spreadsheet tool designed for collecting, organizing, and collaborating on data across business workflows.
Google Sheets
Google Sheets is a cloud-based spreadsheet application that allows users to create, edit, and collaborate on data in real time.
Grid
GRID is a visual spreadsheet and data platform that turns dynamic spreadsheet data into interactive dashboards, reports, and web documents.
Grist (API key)
Grist is a relational spreadsheet platform that combines spreadsheet flexibility with database functionality to organize structured information.
Rows
Rows is a modern spreadsheet platform that combines built-in data integrations, automated workflows, and collaborative data analysis tools.
RowShare
A collaborative spreadsheet application that lets teams control access permissions on a row-by-row basis to collect data.
Zoho Sheet
Zoho Sheet is a cloud-based spreadsheet application that allows teams to create, edit, and collaborate on data tables in real time.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Zeffy + Microsoft Excel
Is there a pre-built Zeffy + Microsoft Excel automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Zeffy and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Zeffy or Microsoft Excel connector?
No. The Agent works whether or not Zeffy or Microsoft Excel already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can donations be logged in a spreadsheet?
Yes. Each new donation or investment in Zeffy can be added as a row in Microsoft Excel with the donor, amount, campaign and date.
Can I add donors from a sheet?
When a row is added in Microsoft Excel, Zeffy can create or update the donor or investor, which suits event and offline gifts.