Mailchimp + Zoho Books

Create new Zoho Books customers from new Mailchimp subscribers

Maintain a seamless flow of information between Mailchimp and Zoho Books using this workflow. When a new addition takes place in your Mailchimp subscriber list, it initiates the creation of a new customer in your Zoho Books. Designed to ensure continuity of customer data, this setup lets you save valuable time while reducing manual data entry tasks. Effortlessly keep your customer information updated and well organized.

When this happens...
New Subscriber
Triggers when a new subscriber is added to an audience.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
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
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

- 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
- OrganizationRequired
Trigger
Instant
Try It
- Status
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact NameRequired
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item NameRequired
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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.

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About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

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PRODUCTS

CAPABILITIES

By team

Mailchimp + Zoho Books

Create new Zoho Books customers 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

New Customer

OrganizationRequired

New Expense

OrganizationRequired

New Item

OrganizationRequired

Create Estimate

Organization NameRequired

Customer NameRequired

Estimate Number

Date

Expiry Date

NameRequired

RateRequired

QuantityRequired

Discount

Description

Exchange Rate

Estimate Notes

Send

Estimate Terms