Practice Ignition
Mailchimp
zapier

An automated workflow using zapier

Connects Practice Ignition + Mailchimp

Subscribe contacts from newly accepted Ignition proposals to Mailchimp lists

About this workflow template

This automation scenario allows you to connect Practice Ignition 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

Subscribe contacts from newly accepted Ignition proposals to Mailchimp lists
Workflow diagram: Practice Ignition + Mailchimp integration

How it works?

When this trigger fires in Practice Ignition

Practice Ignition

Proposal Accepted in Practice Ignition

Triggers when a proposal is accepted.

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 Subscribe contacts from newly accepted Ignition proposals to Mailchimp lists.

Part I

Configure Applications

First, we need to connect Practice Ignition and Mailchimp to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Practice Ignition to Zapier.

    Connect Practice Ignition to Zapier.

    Give Zapier access to your Practice Ignition account, using Practice Ignition 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 Practice Ignition

    Set up a Trigger action for Practice Ignition

    Choose the following trigger: Proposal Accepted (Triggers when a proposal is accepted.).

  • 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 Practice Ignition 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 Subscribe contacts from newly accepted Ignition proposals to Mailchimp lists!

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-connectpipedreamalbato
  • 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
  • Practice Ignition

    Create client

    Creates a new client.

    zapier
    actionbyzapier
  • Practice Ignition

    Proposal accepted

    Triggers when a proposal is accepted.

    zapier
    triggerbyzapier
  • Practice Ignition

    Service accepted by client

    Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.

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    triggerbyzapier
  • Practice Ignition

    Classic proposal state changed

    Triggers when a proposal's state changes. Only works with Classic proposals

    zapier
    triggerbyzapier
  • Practice Ignition

    Proposal marked as lost

    Triggers when a proposal is marked as lost. Does not work with Classic proposals.

    zapier
    triggerbyzapier
  • Practice Ignition

    Contract accepted (legacy)

    Triggers when a contract is accepted.

    zapier
    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.