Mailchimp + vcita

Update Mailchimp subscribers when new invoices are created in vcita

Boost your customer engagement by linking vcita to Mailchimp with this efficient workflow. Whenever you create a new invoice in vcita, the customer information gets updated or added as a subscriber to your selected Mailchimp list. This smooth integration takes out manual data entry, makes sure your email lists are always up-to-date, and allows you to stay connected with your customers effortlessly.

Boost your customer engagement by linking vcita to Mailchimp with this efficient workflow. Whenever you create a new invoice in vcita, the customer information gets updated or added as a subscriber to your selected Mailchimp list. This smooth integration takes out manual data entry, makes sure your email lists are always up-to-date, and allows you to stay connected with your customers effortlessly.

  1. When this happens...
    vcitavcita
    Created Invoice

    Triggers when a new invoice is created

    TriggerInstant
  2. automatically do this!
    MailchimpMailchimp
    Add/Update Subscriber

    Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • vcita triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    Created Invoice

    Triggers when a new invoice is created

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    New Payment

    Triggers when a new payment is created.

    Trigger
    Instant
    Try It
    • AddressRequired

    • Allow Online Payment

    • Client IDRequired

    • CurrencyRequired

    • Due DateRequired

    • Invoice Number

    • Issued AtRequired

    • AmountRequired

    • Description

    • Discount

    • QuantityRequired

    • TitleRequired

    • Note

    • Send Email

    • Source Campaign

    • Source Channel

    • Source Name

    • Source URL

    • Staff ID

    • Status

    • Title

    • NameRequired

    • RateRequired

    Action
    Write
  • vcita triggers, actions, and search

    New Client

    Triggers when new client is created.

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    New Invoice

    Triggers when a new invoice is issued.

    Trigger
    Instant
    Try It
    • Address

    • Email Address

    • First NameRequired

    • Last Name

    • Phone Number

    • Source campaign

    • Source channel

    • Source name

    • Source Url

    • Staff ID

    • Status

    • Tags

    Action
    Write
    • Client IDRequired

    • Title

    • Message TextRequired

    • Message DirectionRequired

    • Communication Channel

    • Staff ID

    Action
    Write
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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vcita logo
vcita logo

About vcita

vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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