Dubsado
Mailchimp
zapier

An automated workflow using zapier

Connects Dubsado + Mailchimp

Add/update Mailchimp subscribers for new projects as jobs in Dubsado

About this workflow template

This automation scenario allows you to connect Dubsado 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.

Diagram

Add/update Mailchimp subscribers for new projects as jobs in Dubsado
Workflow diagram: Dubsado + Mailchimp integration

How it works?

When this trigger fires in Dubsado

Dubsado

New Project as Job in Dubsado

Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.

Then this action happens in Mailchimp

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/update Mailchimp subscribers for new projects as jobs in Dubsado.

Part I

Configure Applications

First, we need to connect Dubsado and Mailchimp to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Dubsado to Zapier.

    Connect Dubsado to Zapier.

    Give Zapier access to your Dubsado account, using Dubsado credentials.

  • Connect Mailchimp to Zapier.

    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 Dubsado

    Set up a Trigger action for Dubsado

    Choose the following trigger: New Project as Job (Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.).

  • Then set up an Action for Mailchimp

    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

    Customize data flow

    Configure the data that is exchanged between Dubsado and Mailchimp.

  • Test the workflow and turn it on for production use

    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/update Mailchimp subscribers for new projects as jobs in Dubsado!

Supported triggers and actions

  • Mailchimp

    New subscriber

    Triggers when a new subscriber is added to an audience.

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    triggerbyzapieriftttautomateiopabbly-connect
  • Mailchimp

    New campaign

    Triggers when a new campaign is created or sent.

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    triggerbyzapierautomateiopabbly-connectpipedream
  • Mailchimp

    New subscriber in segment or tag

    Triggers when a subscriber is added to a segment or tag within an audience.

    zapier
    triggerbyzapier
  • Mailchimp

    New or updated subscriber

    Triggers when a subscriber is added or updated in an audience.

    zapier
    triggerbyzapier
  • Mailchimp

    New unsubscriber

    Triggers when any current subscriber unsubscribes from an audience.

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    triggerbyzapierpabbly-connect
  • Mailchimp

    New customer

    Triggers when a new customer is added to a selected store.

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    triggerbyzapierautomateiopipedream
  • Dubsado

    Create project

    Creates a new project.

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    actionbyzapier
  • Dubsado

    Custom actions (beta)

    Create a new action using AI.

    zapier
    actionbyzapier
  • Dubsado

    Api request (beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    zapier
    actionbyzapier
  • Dubsado

    New project as lead

    Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.

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    triggerbyzapier
  • Dubsado

    Contract signed

    Triggers when a client submits a signed contract.

    zapier
    triggerbyzapier
  • Dubsado

    New payment received

    Triggers when a client makes a payment on an invoice.

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    triggerbyzapier

Apps you need

Mailchimp

Mailchimp

Email Marketing

Email and marketing platform targeted for small Business

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

Zapier

Automation Platforms

No-code automation service

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.