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Billbooks + Mailchimp

Billbooks + Mailchimp integrations

Add new Billbooks clients to Mailchimp as subscribers

Keep your mailing list in step with your client list without exporting contacts. When you add a new client in Billbooks, this Zap automatically adds their contact email to the Mailchimp audience you choose, or updates them if they are already there. Set the status to Pending if you want new clients to confirm before they receive your newsletters.

When this happens...
New ClientTriggers when a new client is created in Billbooks.
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 Billbooks and Mailchimp

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

New Client
Triggers when a new client is created in Billbooks.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is recorded in Billbooks.
Trigger
Polling
Try It
- Name
  Required
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
- Address
- City
- State
- Zip Code
- Phone
- Country
- Country Code (ISO, two letters)
- Registration No.
- Website
- Currency
- Payment Terms (days)
- Language
- Enable Client Portal
- Shipping Address
- Shipping City
- Shipping State
- Shipping Zip Code
- Shipping Phone
- Shipping Country
- Shipping Country Code (ISO, two letters)
- Remarks
Action
Write
- Date
  Required
- Amount
  Required
- Category
- New Category
- Reference No.
- Vendor
- Notes
- Currency
- Client
- Billable
Action
Write
- Name
  Required
- Type
  Required
- Rate
  Required
- SKU
- HSN Code
- Description
- Unit
- Track Inventory
- Opening Stock
- Tax IDs
Action
Write

- Name
  Required
- Contact Email
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
New SMS Campaign
Triggers when a new SMS campaign is created.
Trigger
Polling
Try It
- Audience
  Required
- Note_about_samples
Trigger
Instant
Try It
- Campaign Name
- Audience
  Required
- Segment
- Tags
- 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
- 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

New Estimate
Triggers when a new estimate is created in Billbooks.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created in Billbooks.
Trigger
Polling
Try It
- Self_feed_warning
- Client
  Required
- Estimate Date
  Required
- Estimate Number
  Required
- PO Number
- Expiry Date
- Currency
- Notes
- Terms
- Status
- Item ID
- Description
- Quantity
  Required
- Rate
  Required
- Tax IDs
Action
Write
- Self_feed_warning
- Client
  Required
- Invoice Date
  Required
- Invoice Number
  Required
- PO Number
- Due Terms (days)
- Due Date
- Currency
- Notes
- Terms
- Status
- Item ID
- Description
- Quantity
  Required
- Rate
  Required
- Tax IDs
Action
Write
- Search Query
  Required
- Max Results
Action
Search
- Name
  Required
- Contact Email
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
- Address
- City
- State
- Zip Code
- Phone
- Country
- Country Code (ISO, two letters)
- Registration No.
- Website
- Currency
- Payment Terms (days)
- Language
- Enable Client Portal
- Shipping Address
- Shipping City
- Shipping State
- Shipping Zip Code
- Shipping Phone
- Shipping Country
- Shipping Country Code (ISO, two letters)
- Remarks
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
- 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
- SMS 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
- Tags
- 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 Billbooks

Billbooks is a cloud invoicing app to manage billing, quotes, items, expenses, scheduling and bank reconciling

HelpHelp

Related categories

Beta

Proposal & Invoice Management

About Mailchimp

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

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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