Square
Mailchimp
zapier

An automated workflow using zapier

Connects Square + Mailchimp

Add or update Mailchimp subscribers from new Square transactions

About this workflow template

This automation scenario allows you to connect Square 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.

Square and Mailchimp can also be integrated using automation tools other than zapier:

Diagram

Add or update Mailchimp subscribers from new Square transactions
Workflow diagram: Square + Mailchimp integration

How it works?

When this trigger fires in Square

Square

New Transaction in Square

Triggers when a new transaction is processed.

Then these actions happen in Square and Square

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.

Square

New Order in Square

Triggers when a new order is processed.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add or update Mailchimp subscribers from new Square transactions.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Square to Zapier.

    Connect Square to Zapier.

    Give Zapier access to your Square account, using Square 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 Square

    Set up a Trigger action for Square

    Choose the following trigger: New Transaction (Triggers when a new transaction is processed.).

  • 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.).

  • Then set up another Action for Square

    Then set up another Action for Square

    Choose this action: New Order (Triggers when a new order is processed.).

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 Square 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 or update Mailchimp subscribers from new Square transactions!

Supported triggers and actions

  • Mailchimp

    New subscriber

    Triggers when a new subscriber is added to an audience.

    zapieriftttautomateiopabbly-connect
    triggerbyzapieriftttautomateiopabbly-connect
  • Mailchimp

    New campaign

    Triggers when a new campaign is created or sent.

    zapierautomateiopabbly-connectpipedreamalbato
    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.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Mailchimp

    New customer

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

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • Square

    Create customer

    Creates a customer.

    zapierintegratelypabbly-connectpipedreamalbato
    actionbyzapierintegratelypabbly-connectpipedreamalbato
  • Square

    Update customer

    Updates a customer.

    zapieralbato
    actionbyzapieralbato
  • Square

    Change inventory

    Adjusts an inventory or changes its physical count.

    zapier
    actionbyzapier
  • Square

    Create paid order

    Creates an externally paid and completed order.

    zapierintegrately
    actionbyzapierintegrately
  • Square

    Add customer to group

    Adds a customer to a group.

    zapierintegratelyalbato
    actionbyzapierintegratelyalbato
  • Square

    Create a customer

    Creates a new customer.

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    actionbyintegromat

Apps you need

Square

Square

Payment Processing

Payment processing solutions for businesses of all sizes

Square offers a complete suite of tools to help businesses of all sizes accept multiple payment options, manage inventory, and track sales in real-time. With Square, customers can easily pay using credit cards, chip cards, and contactless payments.

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.