Connect Moneybird and MailChimp to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice
New Contact
New Quote
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.
New Invoice
Triggers when a new invoice is created in Moneybird.
New Contact
Triggers when a new contact is created in Moneybird.
New Quote
Trigger when a new quote is created.
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.
Do thisActions
Action is the task that follows automatically within your Moneybird integrations.
Create Contact
Creates a new contact in Moneybird.
Get Administration
Get details of administration.
Create Document
Create a new Document
Create Sales Invoice
Create a new sales invoice
Send an Invoice
Send a invoice.
Create Quote
Create a new Quote.
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Step by step guides to integrate Moneybird and MailChimp
Frequently Asked Questions
To start, connect both your Moneybird and MailChimp accounts to viaSocket. Once connected, you can set up a workflow where an event in Moneybird triggers actions in MailChimp (or vice versa).
Absolutely. You can customize how Moneybird 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 Moneybird 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 Moneybird 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 Moneybird
Moneybird is a comprehensive online accounting software designed to streamline financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting to help businesses maintain accurate and up-to-date financial records.
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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