Mailchimp + Moxie
Create opportunities in Moxie for new or updated subscribers in Mailchimp
Effortlessly streamline your sales process with this workflow. Whenever there is a new or updated subscriber in your Mailchimp, an opportunity will be immediately created in your Moxie. This automation removes the manual task of data entry, ensuring that every potential lead from your email marketing campaigns is instantly captured and ready for your sales team in Moxie. Save time and accelerate your sales cycle efficiently.
Effortlessly streamline your sales process with this workflow. Whenever there is a new or updated subscriber in your Mailchimp, an opportunity will be immediately created in your Moxie. This automation removes the manual task of data entry, ensuring that every potential lead from your email marketing campaigns is instantly captured and ready for your sales team in Moxie. Save time and accelerate your sales cycle efficiently.
- When this happens...
New or Updated SubscriberTriggers when a subscriber is added or updated in an audience.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create OpportunityCreate a new pipeline opportunity
ActionWriteCreate a new record or update an existing record in your app.
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Audience
LinkRequired
Track all links clicks
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAudienceRequired
Segment or TagRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAudienceRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Tag nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
Deletion Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StoreRequired
Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
Audience
ActionThis is an event a Zap performs.SearchFind existing data in your appAudienceRequired
Tag nameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Agreement Viewed
Triggers when a user views the proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Deleted
Triggers when a client record is deleted in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Created
Triggered when a Project Task is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggered with a Project Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Meeting Cancelled
Triggers when a meeting is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Meeting Updated
Triggers when a meeting is updated or rescheduled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Deleted
Triggered with a pipeline opportunity is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Created
Triggers when a new project is created in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Comment
Triggers when a comment is created on a ticket
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Deleted
Triggers when a support ticket is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time Worked Created
Triggers when a new time worked entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time Worked Updated
Triggers when a time worked entry has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client NameRequired
Project NameRequired
Deliverable NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client idRequired
Due Date
AmountRequired
Description
Notes
Send to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event ID
Start TimeRequired
End TimeRequired
TimezoneRequired
NameRequired
DescriptionRequired
Location
BusyRequired
User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task nameRequired
Client nameRequired
Project nameRequired
Start date
Due date
Status
Description
Assigned to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User EmailRequired
Ticket NumberRequired
Private CommentRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form NameRequired
First Name
Last Name
Email
Phone
Business Name
Website
Address 1
Address 2
City
State / Province
Zip / Postal
Country
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Audience
Trigger each time a subscriber opens an email
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAudienceRequired
Note About Samples
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AudienceRequired
Note About Samples
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Campaign Name
AudienceRequired
Segment or Tag
Email SubjectRequired
Preview Text
From NameRequired
From Email AddressRequired
To Name
Content Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
Custom Event NameRequired
Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Subscriber EmailRequired
New Email
StatusRequired
Double Opt-In
Update Existing
Replace Groups
Groups
Language Code
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
Delete Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAudienceRequired
Tag nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Campaign Name
AudienceRequired
Segment or Tag
Email SubjectRequired
Preview Text
From NameRequired
From Email AddressRequired
To Name
Content Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearchRequired
Audience
AudienceRequired
Subscriber EmailRequired
New Email
StatusRequired
Double Opt-In
Update Existing
Replace Groups
Groups
Language Code
Tag(s)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAgreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Created
Triggers when a new client is created in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Updated
Triggers when a client record is updated in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Deleted
Triggered when a Project Task is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Approval
Triggers when a new Deliverable is ready for client approval.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Sent
Triggers when an invoice is sent in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Meeting Scheduled
Triggers when a new meeting is scheduled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Created
Triggered with a pipeline opportunity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
Triggered with a pipeline opportunity is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Completed
Triggers when a project is set to "complete" in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
Triggers when the settings for a project are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Closed
Triggers and a support ticket is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Created
Triggers when a new support ticket is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Updated
Triggers when a support ticket is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time Worked Deleted
Triggers when a time worked record is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice NumberRequired
Client Name
Payment dateRequired
AmountRequired
Payment Type
Reference Number
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Client NameRequired
Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User EmailRequired
Ticket TypeRequired
SubjectRequired
CommentRequired
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start TimeRequired
End TimeRequired
Client Name
Project Name
Deliverable Name
Notes
Create Client
Create Project
Create Deliverable
User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
AmountRequired
CurrencyRequired
PaidRequired
ReimbursableRequired
Markup PercentageRequired
Category
Bill / Invoice Number
Description
Notes
Vendor Name
Client Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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