Mailchimp + Xero
Add new Mailchimp subscribers from new contacts in Xero
If you're not adding your accounting software customers to your email marketing lists, you might be missing out on potential customer connections. This Xero Mailchimp integration will get these apps talking, leaving you more time for business. Every time a new contact is added to Xero, they will be subscribed to a Mailchimp list.
If you're not adding your accounting software customers to your email marketing lists, you might be missing out on potential customer connections. This Xero Mailchimp integration will get these apps talking, leaving you more time for business. Every time a new contact is added to Xero, they will be subscribed to a Mailchimp list.
- When this happens...
New ContactTriggers when you add a new contact.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Add/Update SubscriberAdd a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
ActionWriteCreate a new record or update an existing record in your app.
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New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planQuote Status
If left empty, Zapier will trigger on all new quotes, regardless of status.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTransaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
Bank Account Number
Groups
Add contact to selected group(s). Does not replace contact's existing groups.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
ContactRequired
Date
Defaults to today's date if not specified.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Email Address
Status
Defaults to Draft if not specified.
Date
Defaults to creation date if not specified.
Due Date
A due date is required for approved invoices.
Currency
Default currency for organization will be used if not specified.
Url
URL link to a source document.
Attachment
Branding Theme
The branding theme to use for this invoice.
Reference
Non-unique alpha numeric code identifying the bill.
Url
URL link to a source document.
Line Items Type
Line amounts are exclusive of tax by default if you don't specify this element.
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
Tracking
For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document Type
What you'll you provide the ID or number for via the next field.
Document ID or NumberRequired
The ID or Number for the selected Document Type.
Paid ToRequired
The bank account or clearing account the payment is being made to.
Date
Currency Rate
Exchange rate when payment is received. Only used for non base currency invoices.
AmountRequired
Reference
An optional description for the payment.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
Bank Account Number
Groups
Add contact to selected group(s). Does not replace contact's existing groups.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAudience
Trigger on every open from a subscriber?
If no (and by default) this trigger will only fire the first time a user opens an email.
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier checks for new data every 15 min on the Free planAudienceRequired
Note About Samples
When samples are pulled in the next step for this trigger, the GROUPINGS data will be static, dummy data ("Example Group Category 1"). Use the example Group values to setup your Zap, and the data should reflect appropriately when the Zap runs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AudienceRequired
Note About Samples
When samples are pulled in the next step for this trigger, the GROUPINGS data will be static, dummy data ("Example Group Category 1"). Use the example Group values to setup your Zap, and the data should reflect appropriately when the Zap runs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AudienceRequired
Tag nameRequired
Examples: Conference Lead, Influencer, or Donor (Tag length is limited to 100 characters).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to subscribe to this audience. Please don't type an email address in this field, instead this should use a value from a previous step in your Zap. Learn more here.
Double Opt-In
If yes, a confirmation email will be sent to the address before they appear on the chosen audience.
Update Existing
If no, the Zap will skip/halt this step if the subscriber exists, otherwise overwrites data sent.
Replace Groups
Determines what changes to make to the subscriber's groups/interests.
- Add Only The group(s) specified below will be added to the subscriber's existing groups/interests.
- Replace All All of the subscriber's existing groups will be cleared, and replaced with the groups selected below.
- Replace Matching Clears any existing group selections only for the groups specified below. Learn more here.
Groups
Language Code
This should be a two letter language code (ISO639-1) See here for the list of language codes.
Tag(s)
The tag(s) to which the subscriber will be added. Tags will be added to any existing tags on existing subscribers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagRequired
Email AddressRequired
The email address of the person you want to remove from this tag. Note: the email address must already be subscribed to the audience, or this will fail.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
The email address of the subscriber you want to add a note to. The email address must already be subscribed to the audience.
NoteRequired
The content of the note. Note length is limited to 1,000 characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Mailchimp are located here https://mailchimp.com/developer/reference/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
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
The email address of the Subscriber you want to find.
Audience
Limit your search to this specific Audience.
ActionThis is an event a Zap performs.SearchFind existing data in your appAudienceRequired
Tag nameRequired
Examples: Conference Lead, Influencer, or Donor (Tag length is limited to 100 characters).
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
New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoiceRequired
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From AccountRequired
The bank account the payment is being made from.
To AccountRequired
The bank account the payment is being made to.
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Date
Defaults to current date if not specified.
Expiry
Quote Number
If you want Xero to auto-generate a Quote Number for you, leave this field blank.
Reference
Theme
Title
Summary
Currency
Amounts Are
Defaults to Tax Exclusive if not specified
Item Code
DescriptionRequired
Quantity
Unit Price
Discount %
Account
Tax Rate
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice NumberRequired
To email an invoice, it must have a status of Awaiting Approval, Awaiting Payment or Paid. The email will be sent to the primary email address of the contact on the invoice and any others marked as "Include in emails." The subject and body of the email will be based on the default email template.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Email Address
Status
Defaults to Draft if not specified.
Date
Defaults to creation date if not specified.
Due Date
A due date is required for approved invoices.
Currency
Default currency for organization will be used if not specified.
Url
URL link to a source document.
Attachment
Branding Theme
The branding theme to use for this invoice.
Number
Unique alpha numeric code identifying invoice - leave blank for auto-generated value.
Reference
An additional reference number
Url
URL link to a source document.
Sent To Contact
Mark invoice as "sent" (note: does not actually send an email). This can be set only on invoices that have a status of "approved" You can set this in the Status field above.
Line Items Type
Line amounts are exclusive of tax by default if you don't specify this element.
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
Tracking
For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact (supplier)Required
Date
When the purchase order was issued. Defaults to today's date if not specified.
Delivery Date
Order Number
If left blank, Xero will auto-generate this from your default invoice numbering.
Reference
Theme
Currency
Tax Type
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Xero are located here https://developer.xero.com/documentation/api/accounting/overview
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAudience
LinkRequired
Select a link from your campaign to track. It's not currently possible to trigger on all link clicks for a campaign with a single Zap.
Trigger on every click from a subscriber?
If no (and by default) this trigger will only fire the first time a user clicks a link in your campaign.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStoreRequired
To prevent timeout errors, please ensure the list of customers for this store does not exceed 3000.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStore
If specified, will only trigger on orders created in this store. Otherwise, will default to all orders in your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAudienceRequired
Segment or TagRequired
To prevent timeouts, please ensure the list of subscribers in the segment/tag does not exceed 3000.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaign Name
AudienceRequired
Select the audience you want to send the campaign to.
Segment or Tag
Select which segment or tag you want to send the campaign to. If no segment/tag is selected, the campaign will be sent to the entire audience selected above.
Email SubjectRequired
Preview Text
This snippet will appear in the inbox after the subject line.
From NameRequired
From Email AddressRequired
To Name
Supports
*|MERGETAGS|*for recipient name, such as*|FNAME|*,*|LNAME|*,*|FNAME|* *|LNAME|*, etc.Template
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
Email Content (HTML)
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
The email address of the subscriber for the custom event. The email address must already be subscribed to the audience.
Custom Event NameRequired
Must be 2-30 characters in length. Note: Letters, numbers, underscores, hyphens, and any spaces between are considered valid characters. Any invalid characters will be ignored.
Properties
Additional properties for this event (e.g. "User Type: Premium", "Preferred Communication: Email", etc). Note: Letters, numbers, underscores, hyphens, and any spaces between are considered valid characters. Any invalid characters in the first column only will be ignored.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to unsubscribe from this audience.
Delete Member
Completely delete this contact from MailChimp? (No: just unsubscribe them)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
A Custom Value is typically used here to pass in the Campaign ID from a "Create Campaign" or "Find Campaign" step. Learn more
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagRequired
The tag to which the subscriber will be added.
Email AddressRequired
The email address of the person you want to add to this segment. Note: the email address must already be subscribed to the audience, or this will fail.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
The name of the Campaign to find
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
The name of the Campaign to find
Campaign Name
AudienceRequired
Select the audience you want to send the campaign to.
Segment or Tag
Select which segment or tag you want to send the campaign to. If no segment/tag is selected, the campaign will be sent to the entire audience selected above.
Email SubjectRequired
Preview Text
This snippet will appear in the inbox after the subject line.
From NameRequired
From Email AddressRequired
To Name
Supports
*|MERGETAGS|*for recipient name, such as*|FNAME|*,*|LNAME|*,*|FNAME|* *|LNAME|*, etc.Template
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
Email Content (HTML)
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
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
The email address of the Subscriber you want to find.
Audience
Limit your search to this specific Audience.
AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to subscribe to this audience. Please don't type an email address in this field, instead this should use a value from a previous step in your Zap. Learn more here.
Double Opt-In
If yes, a confirmation email will be sent to the address before they appear on the chosen audience.
Update Existing
If no, the Zap will skip/halt this step if the subscriber exists, otherwise overwrites data sent.
Replace Groups
Determines what changes to make to the subscriber's groups/interests.
- Add Only The group(s) specified below will be added to the subscriber's existing groups/interests.
- Replace All All of the subscriber's existing groups will be cleared, and replaced with the groups selected below.
- Replace Matching Clears any existing group selections only for the groups specified below. Learn more here.
Groups
Language Code
This should be a two letter language code (ISO639-1) See here for the list of language codes.
Tag(s)
The tag(s) to which the subscriber will be added. Tags will be added to any existing tags on existing subscribers.
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
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