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AdvicePay + Mailchimp

AdvicePay + Mailchimp

AdvicePay + Mailchimp integrations

Add Mailchimp subscribers when new subscriptions are activated in AdvicePay

Advisors often send newsletters or other email communications to their ongoing financial planning clients as part of the value of their subscription. This automation adds a Mailchimp subscriber to a specified group when they activate a new subscription in AdvicePay.

When this happens...
Subscription ActivatedTriggers when a subscription is initially activated.
TriggerPolling
automatically do this!
Add/Update SubscriberAdd a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
ActionWrite

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More things you can do with AdvicePay and Mailchimp

Discover other triggers and actions you can use with AdvicePay and Mailchimp

Agreement Completed
Triggers when an eSign agreement is fully executed by all required signers.
Trigger
Polling
Try It
Subscription Activated
Triggers when a subscription is initially activated.
Trigger
Polling
Try It
- Client Email
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Advisor
  Required
Action
Write
- Amount to be Invoiced, in cents
  Required
- Due Date
  Required
- Client
  Required
- Frequency
  Required
- Billing Periods (numeric)
- Advance Billing
  Required
- Description of Services
  Required
- Send Email
- Email Message
- Engagement Workflow ID
Action
Write
- Subscription ID
  Required
Action
Write

- Page
- Subscriptions per Page
- Filter by Subscription Status
- Filter by Subscription Frequency
- Filter by Advisor
- Filter by Client
Action
Write
- Client Email
  Required
Action
Search

- Audience
- Status
Trigger
Polling
Try It
- Audience
- Link
  Required
- Track all links clicks
Trigger
Polling
Try It
- Store
  Required
Trigger
Polling
Try It
- Store
Trigger
Polling
Try It
- Audience
  Required
- Segment or Tag
  Required
Trigger
Polling
Try It
- Audience
  Required
- Email Address
  Required
Action
Write
- Campaign
  Required
Action
Write
- Audience
  Required
- Tag name
  Required
Action
Write
- Name
  Required
- Company
  Required
- Address1
  Required
- Address2
- City
  Required
- State
  Required
- Zip
  Required
- Country
  Required
- Phone
- Permission_reminder
  Required
- Email_type_option
  Required
- From_name
  Required
- From_email
  Required
- Subject
  Required
- Language
  Required
- Notify_on_subscribe
- Notify_on_unsubscribe
- Double_optin
- Marketing_permissions
- Use_archive_bar
Action
Write
- Audience
  Required
- Email Address
  Required
- Deletion_info
Action
Write
- Audience
  Required
- Tag
  Required
- Email Address
  Required
Action
Write
- Audience
  Required
- Email Address
  Required
- Note
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Store
  Required
- Email Address
  Required
Action
Search
- Search
  Required
- Audience
Action
Search
- Audience
  Required
- Tag name
  Required
Action
Search or write

Invoice Paid
Triggers when an invoice is paid.
Trigger
Polling
Try It
Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Polling
Try It
- Amount to be Invoiced
  Required
- Due Date
  Required
- Client
  Required
- Advance Billing
  Required
- Description of Services
  Required
- Send Email
- Email Message
- Engagement Workflow Id
Action
Write
- Invoice ID
  Required
Action
Write
- Page
- Invoices Per Page
- Invoice Status
- Invoice Frequency
- Invoices Paid After...
- Invoices Paid Before...
- Advisor
- Client
Action
Write
- Page Size
- Verified
- Email
Action
Write
- Client Email
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Advisor
  Required
Action
Search or write
- Audience
- Trigger each time a subscriber opens an email
Trigger
Polling
Try It
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Trigger
Polling
Try It
- Audience
  Required
- Note_about_samples
Trigger
Instant
Try It
- Audience
  Required
Trigger
Instant
Try It
- Audience
  Required
- Note_about_samples
Trigger
Instant
Try It
- Campaign Name
- Audience
  Required
- Segment or Tag
- Email Subject
  Required
- Preview_text
- From_name
  Required
- From Email Address
  Required
- To_name
- Content Type
Action
Write
- Campaign
  Required
Action
Write
- Audience
  Required
- Email Address
  Required
- Custom Event Name
  Required
- Properties
Action
Write
- Audience
  Required
- Subscriber Email
  Required
- New Email
- Status
  Required
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Write
- Audience
  Required
- Email Address
  Required
- Delete Contact
Action
Write
- Campaign
  Required
Action
Write
- Audience
  Required
- Tag
  Required
- Email Address
  Required
Action
Write
- Name
  Required
Action
Search
- Audience
  Required
- Tag name
  Required
Action
Search
- Name
  Required
- Campaign Name
- Audience
  Required
- Segment or Tag
- Email Subject
  Required
- Preview_text
- From_name
  Required
- From Email Address
  Required
- To_name
- Content Type
Action
Search or write
- Search
  Required
- Audience
- Audience
  Required
- Subscriber Email
  Required
- New Email
- Status
  Required
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Search or write

About AdvicePay

AdvicePay is a tool for fee-for-service financial planners to manage billing, payments, and compliance.

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About Mailchimp

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

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