Connect MailChimp and QuickBooks to Build Intelligent Automations
Choose a Trigger
When this happens...
New Audience
New Campaign
Email Opened
New Subscriber
New Unsubscriber
Choose an Action
Automatically do this!
Create Payment
Create Department
Create Invoice
Create Account
Get BalanceSheet Report
Get Customer Balance
Get Customer Income
Ready to use MailChimp and QuickBooks automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Audience
Audiences created in Mailchimp
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.
New Unsubscriber
Triggers when any current subscriber unsubscribes from an audience.
New Invoice
Triggers when a new invoice is created.
Do thisActions
Action is the task that follows automatically within your MailChimp integrations.
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.
Archive Subscriber
Archives an existing subscriber.
Create Campaign
Creates a Campaign Draft.
Create Custom Event
Create a custom event for an existing subscriber
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Step by step guides to integrate MailChimp and QuickBooks
Frequently Asked Questions
To start, connect both your MailChimp and QuickBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in MailChimp triggers actions in QuickBooks (or vice versa).
Absolutely. You can customize how MailChimp data is recorded in QuickBooks. This includes choosing which data fields go into which fields of QuickBooks, setting up custom formats, and filtering out unwanted information.
The data sync between MailChimp and QuickBooks 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 MailChimp and QuickBooks. 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 MailChimp
Mailchimp is an all-in-one marketing platform that helps businesses manage and talk to their clients, customers, and other interested parties.
Learn MoreAbout QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
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