An automated workflow using zapier
Connects DocSend + Mailchimp
Add new DocSend visitors to a Mailchimp list
About this workflow template
This automation scenario allows you to connect DocSend and Mailchimp
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
DocSend and Mailchimp can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in DocSend
New Visit in DocSend
Triggers when you get a new visit.
Then this action happens in Mailchimp
Add/Update Subscriber in Mailchimp
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new DocSend visitors to a Mailchimp list.
Part I
Configure Applications
First, we need to connect DocSend and Mailchimp to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect DocSend to Zapier.
Give Zapier access to your DocSend account, using DocSend credentials.
Connect Mailchimp to Zapier.
Give Zapier access to your Mailchimp account, using Mailchimp credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for DocSend
Choose the following trigger: New Visit (Triggers when you get a new visit.).
Then set up an Action for Mailchimp
Choose this action: Add/Update Subscriber (Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between DocSend and Mailchimp.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new DocSend visitors to a Mailchimp list!
Related Automation Templates
Supported triggers and actions
New subscriber
Triggers when a new subscriber is added to an audience.
triggerbyzapieriftttautomateiopabbly-connectNew campaign
Triggers when a new campaign is created or sent.
triggerbyzapierautomateiopabbly-connectpipedreamNew subscriber in segment or tag
Triggers when a subscriber is added to a segment or tag within an audience.
triggerbyzapierNew or updated subscriber
Triggers when a subscriber is added or updated in an audience.
triggerbyzapierNew unsubscriber
Triggers when any current subscriber unsubscribes from an audience.
triggerbyzapierpabbly-connectNew customer
Triggers when a new customer is added to a selected store.
triggerbyzapierautomateiopipedream
New visit
Triggers when you get a new visit.
triggerbyzapierNew 100% completion visit to document
Triggers when you get a new visit where the visitor reads through the entirety of a specific document.
triggerbyzapieriftttAny new visit
This Trigger fires every time you get a new visit to any document.
triggerbyiftttNew link created
This trigger fires when you create a new link in DocSend.
triggerbyzapieriftttNew space download
Triggers when you get a new download event in Spaces.
triggerbyzapierNew 100% completion visit
Triggers when you get a new visit where the visitor reads through the entirety of any document.
triggerbyzapier
Apps you need
Mailchimp is an all-in-one marketing platform that helps you design email newsletters, automate campaigns, track results and more. Grow your business smarter, faster and easier with Mailchimp.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
