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.
Categories
Mailchimp and QuickFile can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Mailchimp
Watch Subscribers in Mailchimp
Triggers when a new subscriber joins a list or is updated.
Then this action happens in 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 if you don't have one.
Connect Mailchimp to Make.com.
Give Make.com access to your Mailchimp account, using Mailchimp credentials.
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
Choose the following trigger: Watch Subscribers (Triggers when a new subscriber joins a list or is updated.).
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
Configure the data that is exchanged between Mailchimp and QuickFile.
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!
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-connectpipedreamalbatoNew 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
Create client
Adds a new contact record to your QuickFile account.
actionbyzapierintegratelyCreate invoice
Creates a new invoice in your QuickFile account.
actionbyzapierintegratelyCreate an invoice
Creates a new invoice, estimate or recurring invoice template.
actionbyintegromatCreate bank entry
Creates an untagged entry in a bank account on QuickFile.
actionbyzapierintegratelyCreate a client
Creates a new client record.
actionbyintegromatCreate a bank account
Creates a new bank account.
actionbyintegromat
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.
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.
