FreshBooks + Mailchimp

Add notes to Mailchimp subscribers for every new estimate in FreshBooks

Improve client communication by integrating FreshBooks and Mailchimp. This workflow activates whenever a new estimate is made in FreshBooks, then a corresponding note is instantly added to a subscriber's profile in Mailchimp. It eases the process of tracking estimates while enhancing customer engagement. Save time and ensure accuracy by setting up this FreshBooks-Mailchimp engagement.

Improve client communication by integrating FreshBooks and Mailchimp. This workflow activates whenever a new estimate is made in FreshBooks, then a corresponding note is instantly added to a subscriber's profile in Mailchimp. It eases the process of tracking estimates while enhancing customer engagement. Save time and ensure accuracy by setting up this FreshBooks-Mailchimp engagement.

  1. When this happens...
    FreshBooksFreshBooks
    New Estimate

    Triggers when a new estimate is created.

    TriggerInstant
  2. automatically do this!
    MailchimpMailchimp
    Add Note to Subscriber

    Adds a new note to an existing subscriber.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

    • AccountRequired

    Trigger
    Instant
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    • AccountRequired

    Trigger
    Instant
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    • AccountRequired

    Trigger
    Instant
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    • AccountRequired

    • StatusRequired

    Trigger
    Scheduled
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    • AccountRequired

    Trigger
    Instant
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    • AccountRequired

    Trigger
    Instant
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    • AccountRequired

    Trigger
    Scheduled
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    • AccountRequired

    Trigger
    Instant
    Try It
freshbooks logo
freshbooks logo

About FreshBooks

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.
Learn more

Related categories

  • Accounting
mailchimp logo
mailchimp logo

About Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.
Learn more

Related categories

  • Email Newsletters

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