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.
Categories
When this trigger fires in Practice Ignition
Triggers when a proposal is accepted.
Then this action happens in Mailchimp
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
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
First, we need to connect Practice Ignition and Mailchimp to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Practice Ignition to Zapier.
Give Zapier access to your Practice Ignition account, using Practice Ignition credentials.
Connect Mailchimp to Zapier.
Give Zapier access to your Mailchimp account, using Mailchimp credentials.
Part II
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
Choose the following trigger: Proposal Accepted (Triggers when a proposal is accepted.).
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
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Subscribe contacts from newly accepted Ignition proposals to Mailchimp lists!
Triggers when a new subscriber is added to an audience.
Triggers when a new campaign is created or sent.
Triggers when a subscriber is added to a segment or tag within an audience.
Triggers when a subscriber is added or updated in an audience.
Triggers when any current subscriber unsubscribes from an audience.
Triggers when a new customer is added to a selected store.
Creates a new client.
Triggers when a proposal is accepted.
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.
Triggers when a proposal's state changes. Only works with Classic proposals
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Triggers when a contract is accepted.
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