AdvicePay + Mailchimp

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 Activated
Triggers when a subscription is initially activated.
TriggerPolling
automatically do this!
Add/Update Subscriber
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

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 EmailRequired
- Client First NameRequired
- Client Last NameRequired
- AdvisorRequired
Action
Write
- Amount to be Invoiced, in centsRequired
- Due DateRequired
- ClientRequired
- FrequencyRequired
- Billing Periods (numeric)
- Advance BillingRequired
- Description of ServicesRequired
- Send Email
- Email Message
- Engagement Workflow ID
Action
Write
- Subscription IDRequired
Action
Write

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

- Audience
- Status
Trigger
Polling
Try It
- Audience
- LinkRequired
- Track all links clicks
Trigger
Polling
Try It
- StoreRequired
Trigger
Polling
Try It
- Store
Trigger
Polling
Try It
- AudienceRequired
- Segment or TagRequired
Trigger
Polling
Try It
- AudienceRequired
- Email AddressRequired
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- Tag nameRequired
Action
Write
- NameRequired
- CompanyRequired
- Address 1Required
- Address 2
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Phone
- Permission ReminderRequired
- Email Type OptionRequired
- From NameRequired
- From EmailRequired
- SubjectRequired
- LanguageRequired
- Notify On Subscribe
- Notify On Unsubscribe
- Double Optin
- Marketing Permissions
- Use Archive Bar
Action
Write
- AudienceRequired
- Email AddressRequired
- Deletion Info
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- AudienceRequired
- Email AddressRequired
- NoteRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- StoreRequired
- Email AddressRequired
Action
Search
- SearchRequired
- Audience
Action
Search
- AudienceRequired
- Tag nameRequired
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 InvoicedRequired
- Due DateRequired
- ClientRequired
- Advance BillingRequired
- Description of ServicesRequired
- Send Email
- Email Message
- Engagement Workflow Id
Action
Write
- Invoice IDRequired
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 EmailRequired
- Client First NameRequired
- Client Last NameRequired
- AdvisorRequired
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
- AudienceRequired
- Note About Samples
Trigger
Instant
Try It
- AudienceRequired
Trigger
Instant
Try It
- AudienceRequired
- Note About Samples
Trigger
Instant
Try It
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Content Type
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- Email AddressRequired
- Custom Event NameRequired
- Properties
Action
Write
- AudienceRequired
- Subscriber EmailRequired
- New Email
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Write
- AudienceRequired
- Email AddressRequired
- Delete Contact
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- NameRequired
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search
- NameRequired
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Content Type
Action
Search or write
- SearchRequired
- Audience
- AudienceRequired
- Subscriber EmailRequired
- New Email
- StatusRequired
- 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.

Related categories

Commerce

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

Similar apps

AdvicePay + Mailchimp

Add Mailchimp subscribers when new subscriptions are activated in AdvicePay

Agreement Completed

Subscription Activated

Create Client

Create a Subscription

Get a Subscription by ID

Get Subscriptions

Find Client

New Campaign

Link Clicked

New Customer

New Order

New Subscriber in Segment or Tag

Archive Subscriber

Campaign Report

Create Tag

Create Audience

Permanently Delete Member

Remove Subscriber from Tag

Add Note to Subscriber

API Request (Beta)

Find Customer

Find a Subscriber

Find or Create Tag

Invoice Paid

Subscription Canceled

Create an Invoice

Get an Invoice by ID

Get Invoices

Get Advisors

Find or Create Client

Email Opened

New Audience

New Subscriber

New Unsubscriber

New or Updated Subscriber

Create Campaign

Click Report

Create Custom Event

Add/Update Subscriber

Unsubscribe or Delete Contact

Send Campaign

Add Subscriber to Tag

Find a Campaign

Find Tag

Find or Create Campaign

Find or Create Subscriber

About AdvicePay

Related categories

About Mailchimp

Related categories

Similar apps

AWeber

Campaign Monitor

Emma