Mailchimp + Moxie

"add new Moxie clients as tagged subscribers in Mailchimp"

Easily manage your client and subscriber lists with this convenient workflow. When a new client is added in the Moxie app, they'll immediately be tagged as a subscriber in your Mailchimp account. This automation ensures your marketing initiatives are always up-to-date and relevant, saving you time and boosting your engagement rates in the process. Keep your audience segments sorted and streamline your email campaigns with this efficient system.

When this happens...
Client Created
Triggers when a new client is created in Moxie.
TriggerInstant
automatically do this!
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

Agreement Sent
Triggers when a proposal is sent either via link or email.
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Instant
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Agreement Viewed
Triggers when a user views the proposal.
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Instant
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Client Deleted
Triggers when a client record is deleted in Moxie.
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Instant
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Task Created
Triggered when a Project Task is created
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Instant
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Task Updated
Triggered with a Project Task is updated.
Trigger
Instant
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- Form IDRequired
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Instant
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Meeting Cancelled
Triggers when a meeting is cancelled
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Instant
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Meeting Updated
Triggers when a meeting is updated or rescheduled
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Instant
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Opportunity Deleted
Triggered with a pipeline opportunity is deleted
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Instant
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Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
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Instant
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Project Created
Triggers when a new project is created in Moxie.
Trigger
Instant
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Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Trigger
Instant
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Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
Trigger
Instant
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Ticket Comment
Triggers when a comment is created on a ticket
Trigger
Instant
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Ticket Deleted
Triggers when a support ticket is deleted
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Instant
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Time Worked Created
Triggers when a new time worked entry is created.
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Instant
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Time Worked Updated
Triggers when a time worked entry has been updated.
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Instant
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- Client NameRequired
- Project NameRequired
- Deliverable NameRequired
Action
Write
- Client idRequired
- Due Date
- AmountRequired
- Description
- Notes
- Send to
Action
Write
- Event ID
- Start TimeRequired
- End TimeRequired
- TimezoneRequired
- NameRequired
- DescriptionRequired
- Location
- BusyRequired
- User Email
Action
Write
- Task nameRequired
- Client nameRequired
- Project nameRequired
- Start date
- Due date
- Status
- Description
- Assigned to
Action
Write
- User EmailRequired
- Ticket NumberRequired
- Private CommentRequired
- CommentRequired
Action
Write
- Event IdRequired
Action
Write
- Form NameRequired
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
Action
Write
- Audience
- Status
Trigger
Polling
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- Audience
- LinkRequired
- Track all links clicks
Trigger
Polling
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- StoreRequired
Trigger
Polling
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- Store
Trigger
Polling
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- AudienceRequired
- Segment or TagRequired
Trigger
Polling
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- 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

Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
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Instant
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Client Created
Triggers when a new client is created in Moxie.
Trigger
Instant
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Client Updated
Triggers when a client record is updated in Moxie.
Trigger
Instant
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Task Deleted
Triggered when a Project Task is deleted
Trigger
Instant
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Task Approval
Triggers when a new Deliverable is ready for client approval.
Trigger
Instant
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Invoice Sent
Triggers when an invoice is sent in Moxie.
Trigger
Instant
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Meeting Scheduled
Triggers when a new meeting is scheduled
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Instant
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Opportunity Created
Triggered with a pipeline opportunity is created
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Instant
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Opportunity Updated
Triggered with a pipeline opportunity is updated
Trigger
Instant
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Project Completed
Triggers when a project is set to "complete" in Moxie.
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Instant
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Project Updated
Triggers when the settings for a project are updated.
Trigger
Instant
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Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Trigger
Instant
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Ticket Closed
Triggers and a support ticket is closed
Trigger
Instant
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Ticket Created
Triggers when a new support ticket is created
Trigger
Instant
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Ticket Updated
Triggers when a support ticket is updated
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Instant
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Time Worked Deleted
Triggers when a time worked record is deleted.
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Instant
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- Invoice NumberRequired
- Client Name
- Payment dateRequired
- AmountRequired
- Payment Type
- Reference Number
- Memo
Action
Write
- Client NameRequired
- Record TypeRequired
- Tax ID
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Website
- Phone
- Contact First Name
- Contact Last Name
- Contact email
- Hourly Rate
- Note
Action
Write
- NameRequired
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Email
- Phone
- Address 1
- Address 2
- City
- Locality / State
- Postal
- Country
- Lead source
- Website
- Notes
Action
Write
- Project NameRequired
- Client NameRequired
- Template Name
Action
Write
- User EmailRequired
- Ticket TypeRequired
- SubjectRequired
- CommentRequired
- Due Date
Action
Write
- Start TimeRequired
- End TimeRequired
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- DateRequired
- AmountRequired
- CurrencyRequired
- PaidRequired
- ReimbursableRequired
- Markup PercentageRequired
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
Action
Write
- Search QueryRequired
Action
Search
- Audience
- Trigger each time a subscriber opens an email
Trigger
Polling
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New Audience
Triggers when a new audience is added to your MailChimp accounts.
Trigger
Polling
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- AudienceRequired
- Note About Samples
Trigger
Instant
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- AudienceRequired
Trigger
Instant
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- AudienceRequired
- Note About Samples
Trigger
Instant
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- 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