Dubsado + Mailchimp

Add tagged subscribers in Mailchimp when new contracts are signed in Dubsado

Easily stay in touch with your clients once they've signed a contract in Dubsado by adding them as subscribers to a specific tag in your Mailchimp list. This workflow activates when a contract is signed in Dubsado, and seamlessly adds the user to your designated Mailchimp tag, ensuring a streamlined communication process and efficient client management.

Easily stay in touch with your clients once they've signed a contract in Dubsado by adding them as subscribers to a specific tag in your Mailchimp list. This workflow activates when a contract is signed in Dubsado, and seamlessly adds the user to your designated Mailchimp tag, ensuring a streamlined communication process and efficient client management.

  1. When this happens...
    DubsadoDubsado
    Contract Signed

    Triggers when a client submits a signed contract.

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

    Triggers when a subscriber is added to a segment or tag within an audience.

    ActionWrite
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Supported triggers and actions

  • Dubsado triggers, actions, and search

    New Project as Job

    Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.

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

    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • Project Workflow

    • Project Location: Name

    • Project Location: Address Line 1

    • Project Location: Address Line 2

    • Project Location: City

    • Project Location: State/Province

    • Project Location: Zip/Postal

    • Project Location: Country

    • Alternate Contact: First Name

    • Alternate Contact: Last Name

    • Alternate Contact: Phone

    • Alternate Contact: Email

    • Client Address: Line 1

    • Client Address: Line 2

    • Client Address: City

    • Client Address: State/Province

    • Client Address: Zip/Postal

    • Client Address: Country

    • Client Company: Name

    • Client Company: Email

    • Client Company: Phone

    • Project Status

    • Project Source

    • TitleRequired

    • Start Date

    • End Date

    • Client First Name

    • Client Last Name

    • Client EmailRequired

    • Client Phone Number

    Action
    Write
    • Audience

    • Status

    Trigger
    Polling
    Try It
dubsado logo
dubsado logo

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
mailchimp logo
mailchimp logo

About Mailchimp

Mailchimp is an email and marketing automation platform built for growing businesses. Turn email and SMS into revenue.
Learn more

Related categories

  • Marketing Automation

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