Mailchimp + ServiceM8

Create new ServiceM8 clients from new Mailchimp subscribers

Keep your Mailchimp and ServiceM8 apps updated and in lockstep. With this workflow, as soon as a new subscriber is added in Mailchimp, their details are also registered as a client in ServiceM8. This ensures your customer information is consistent across both platforms, supporting effective communication and project management. Implement this automation to enhance your business efficiency and data accuracy.

When this happens...
New Subscriber
Triggers when a new subscriber is added to an audience.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

What does this mean?

- Audience
- Status
Trigger
Scheduled
Try It
- Audience
- LinkRequired
- Trigger on every click from a subscriber?
Trigger
Scheduled
Try It
- StoreRequired
Trigger
Scheduled
Try It
- Store
Trigger
Scheduled
Try It
- AudienceRequired
- Segment or TagRequired
Trigger
Scheduled
Try It

- AudienceRequired
- Email AddressRequired
Action
Write
- AudienceRequired
- Tag nameRequired
Action
Write

- AudienceRequired
- Subscriber EmailRequired
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- AudienceRequired
- Email AddressRequired
- NoteRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- StoreRequired
- Email AddressRequired
Action
Search
- SearchRequired
- Audience
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search or write
- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- Customer Name
- Job StatusRequired
- Job Address
- Billing Address
- Job Description
- Purchase Order Number
- Work Completed
- Job Contact First Name
- Job Contact Last Name
- Job Contact Phone
- Job Contact Mobile
- Job Contact E-Mail Address
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact E-Mail
Action
Write

- Audience
- Trigger on every open from a subscriber?
Trigger
Scheduled
Try It
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Trigger
Scheduled
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
- Template
- Email Content (HTML)
Action
Write
- AudienceRequired
- Email AddressRequired
- Custom Event NameRequired
- Properties
Action
Write
- AudienceRequired
- Subscriber EmailRequired
- Delete Member
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
- Template
- Email Content (HTML)
Action
Search or write
- SearchRequired
- Audience
- AudienceRequired
- Subscriber EmailRequired
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Search or write
- QueueRequired
- Job Category
Trigger
Instant
Try It
- Completed By
- Form TypeRequired
Trigger
Instant
Try It
- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

About Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

Learn more Help

Related categories

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About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

Learn more Help

Related categories

Scheduling & Booking

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PRODUCTS

CAPABILITIES

By team

Mailchimp + ServiceM8

Create new ServiceM8 clients from new Mailchimp subscribers

New Campaign

Audience

Status

Link Clicked

Audience

Trigger on every click from a subscriber?

New Customer

StoreRequired

New Order

Store

New Subscriber in Segment or Tag

AudienceRequired

Segment or TagRequired

Archive Subscriber

AudienceRequired

Email AddressRequired

Create Tag

AudienceRequired

Tag nameRequired

Add/Update Subscriber

AudienceRequired

Subscriber EmailRequired

StatusRequired

Double Opt-In

Update Existing

Replace Groups

Groups

Language Code

Tag(s)

Remove Subscriber from Tag

AudienceRequired

TagRequired

Email AddressRequired

Add Note to Subscriber

AudienceRequired

Email AddressRequired

NoteRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Customer

StoreRequired

Email AddressRequired

Find a Subscriber

SearchRequired

Audience

Find or Create Tag

AudienceRequired

Tag nameRequired

Job Completed

Job Category

New Client

New Job

Job Category

Create Job

Customer Name

Job StatusRequired

Job Address

Billing Address

Job Description

Purchase Order Number

Work Completed

Job Contact First Name

Job Contact Last Name

Job Contact Phone

Job Contact Mobile

Job Contact E-Mail Address

Billing Contact First Name

Billing Contact Last Name

Billing Contact Phone