Mailchimp
QuickFile
integromat

An automated workflow using integromat

Connects Mailchimp + QuickFile

Create a QuickFile client for new Mailchimp subscriber

About this workflow template

This automation scenario allows you to connect Mailchimp and QuickFile

It can be build using Integromat, a no-code workflow automation tool. Integromat 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.

Mailchimp and QuickFile can also be integrated using automation tools other than integromat:

Diagram

Create a QuickFile client for new Mailchimp subscriber
Workflow diagram: Mailchimp + QuickFile integration

How it works?

When this trigger fires in Mailchimp

Mailchimp

Watch Subscribers in Mailchimp

Triggers when a new subscriber joins a list or is updated.

Then this action happens in QuickFile

QuickFile

Create a Client in QuickFile

Creates a new client record.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create a QuickFile client for new Mailchimp subscriber.

Part I

Configure Applications

First, we need to connect Mailchimp and QuickFile to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Mailchimp to Make.com.

    Connect Mailchimp to Make.com.

    Give Make.com access to your Mailchimp account, using Mailchimp credentials.

  • Connect QuickFile to Make.com.

    Connect QuickFile to Make.com.

    Give Make.com access to your QuickFile account, using QuickFile credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Mailchimp

    Set up a Trigger action for Mailchimp

    Choose the following trigger: Watch Subscribers (Triggers when a new subscriber joins a list or is updated.).

  • Then set up an Action for QuickFile

    Then set up an Action for QuickFile

    Choose this action: Create a Client (Creates a new client record.).

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 Mailchimp and QuickFile.

  • 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 Create a QuickFile client for new Mailchimp subscriber!

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.

    zapierautomateiopabbly-connectpipedream
    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.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Mailchimp

    New customer

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

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • QuickFile

    Create client

    Adds a new contact record to your QuickFile account.

    zapierintegrately
    actionbyzapierintegrately
  • QuickFile

    Create invoice

    Creates a new invoice in your QuickFile account.

    zapierintegrately
    actionbyzapierintegrately
  • QuickFile

    Create an invoice

    Creates a new invoice, estimate or recurring invoice template.

    integromat
    actionbyintegromat
  • QuickFile

    Create bank entry

    Creates an untagged entry in a bank account on QuickFile.

    zapierintegrately
    actionbyzapierintegrately
  • QuickFile

    Create a client

    Creates a new client record.

    integromat
    actionbyintegromat
  • QuickFile

    Create a bank account

    Creates a new bank account.

    integromat
    actionbyintegromat

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.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.