Canopy + Mailchimp

Update Mailchimp subscribers when client info is updated in Canopy

Maintain an updated mailing list with this automation. When you update the client information in your Canopy app, this workflow will simultaneously update or add the subscriber's details in your Mailchimp account. Therefore, it ensures your email campaigns reach the right audience with the most current information. This workflow streamlines your email marketing efforts, saving you time on manual data entry.

Maintain an updated mailing list with this automation. When you update the client information in your Canopy app, this workflow will simultaneously update or add the subscriber's details in your Mailchimp account. Therefore, it ensures your email campaigns reach the right audience with the most current information. This workflow streamlines your email marketing efforts, saving you time on manual data entry.

  1. When this happens...
    CanopyCanopy
    Individual Client Info Updated

    Triggers when an individual client's info is updated.

    TriggerInstant
  2. automatically do this!
    MailchimpMailchimp
    Add/Update Subscriber

    Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

    ActionWrite
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Supported triggers and actions

  • Canopy triggers, actions, and search

    Business Client Info Updated

    Triggers when a business client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Individual Client Info Updated

    Triggers when an individual client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Individual Client

    Creates a new individual client.

    Action
    Write
  • Canopy triggers, actions, and search

    Update Individual Client

    Updates a new individual client.

    Action
    Write
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canopy logo

About Canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
Learn more

Related categories

  • Accounting
mailchimp logo
mailchimp logo

About Mailchimp

Mailchimp is an email and marketing automation platform built for growing businesses. Turn email and SMS into revenue.
Learn more

Related categories

  • Marketing Automation

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