Connect Docugami and MailChimp to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Add Note to Subscriber
Add subscriber to Tag
Update Subscriber
Archive Subscriber
Create Campaign
Create Custom Event
Remove Subscriber from Tag
Unsubscribe Email or Delete contact
Find Campaign
Find Subscriber
Send Campaign
Find Customer
Create Tag
Create a Subscriber
Find Tag
Campaign Report
Get latest chimp chatter
Add or Remove Member tags
Add Customer
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
new audience is created
runs when new audience is created
New Campaign
triggers when a new campaign is created or sent.
Email Opened
Triggers when a recipient opens an email in a specific campaign.
New Subscriber
Triggers when a new subscriber is added to an audience.
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
Add Note to Subscriber
Adds a new note to an existing subscriber
Add subscriber to Tag
Add an email address to a tag within an audience. Note, the email address must already the subscribed to the audience,or this will fail.
Update Subscriber
Update an existing subscriber using email address.
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Step by step guides to integrate Docugami and MailChimp
Frequently Asked Questions
To start, connect both your Docugami and MailChimp accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in MailChimp (or vice versa).
Absolutely. You can customize how Docugami data is recorded in MailChimp. This includes choosing which data fields go into which fields of MailChimp, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and MailChimp typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Docugami and MailChimp. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreAbout MailChimp
Mailchimp is an all-in-one marketing platform that helps businesses manage and talk to their clients, customers, and other interested parties.
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