Zoho Books + Mailchimp Integration

Connect Zoho Books to Mailchimp - Automate your workflows in 1-click

Set up Zoho Books automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Set up Mailchimp automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Zoho Books & Mailchimp using Integrately.
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Zoho Books + Mailchimp Integration
1.
  • Zoho Books
    Invoice is created in Zoho Books

    Triggers the automation when any invoice is added or modified

    Instant
  • Zoho Books
    Customer payment is created in Zoho Books

    Triggers the automation when payment is made by customer

    Instant
  • Zoho Books
    Vendor payment is created in Zoho Books

    Triggers the automation when a vendor payment is created

    Instant
  • Zoho Books
    Customer is created in Zoho Books

    Triggers the automation when a new customer is created

    Instant
  • Zoho Books
    Customer is updated in Zoho Books

    Triggers the automation when customer details are updated

    Instant
  • Zoho Books
    Sales order is created in Zoho Books

    Triggers the automation when a sales order is created

    Instant
  • Zoho Books
    Purchase order is created in Zoho Books

    Triggers the automation when a new purchase order is created

    Instant
  • Zoho Books
    Estimate is created in Zoho Books

    Triggers the automation when a new estimate is created

    Instant
  • Zoho Books
    Expense is created in Zoho Books

    Triggers the automation when a new expense is added

    Instant
  • Zoho Books
    Item is created in Zoho Books

    Triggers the automation when a new item is created

    Instant
  • Zoho Books
    Bill is created in Zoho Books

    Triggers the automation when a new bill is created

    Instant
  • Zoho Books
    Credit note is created in Zoho Books

    Triggers the automation when a new credit note is generated

    Instant
  • Zoho Books
    Delivery challan is created in Zoho Books

    Triggers the automation when a Delivery challan is created

    Instant
  • Zoho Books
    Recurring bill is created in Zoho Books

    Triggers the automation when a recurring bill is created

    Instant
  • Zoho Books
    Recurring expense is created in Zoho Books

    Triggers the automation when a recurring expense is created

    Instant
  • Zoho Books
    Recurring invoice is created in Zoho Books

    Triggers the automation when a recurring invoice is created

    Instant
  • Zoho Books
    Project is created in Zoho Books

    Triggers the automation when a new project is created

    Instant
  • Zoho Books
    Vendor is created in Zoho Books

    Triggers the automation when a new vendor is created

    Instant
  • Zoho Books
    Timesheet is created in Zoho Books

    Triggers the automation when a timesheet is created

    Instant
  • Mailchimp
    Subscriber is created/updated in Mailchimp

    Triggers the automation when any subscriber is created or updated

  • Mailchimp
    Subscriber is added to segment or tag in Mailchimp

    Triggers the automation when a subscriber is added to a segment or tag

  • Mailchimp
    Subscriber is added to list in Mailchimp

    Triggers the automation when a subscriber is added to a list

    Instant
  • Mailchimp
    Subscriber has unsubscribed in Mailchimp

    Triggers the automation when a subscriber unsubscribes from a particular mailing list

  • Mailchimp
    Subscriber's profile is updated in Mailchimp

    Triggers the automation when a subscriber's profile is updated

    Instant
  • Mailchimp
    List member is unsubscribed in Mailchimp

    Triggers the automation when a member unsubscribes from a mailing list

    Instant
  • Mailchimp
    Subscriber's email address is cleaned from the list in Mailchimp

    Triggers the automation when a subscriber's email address is cleaned from the list

    Instant
  • Mailchimp
    Subscriber's email address is changed in Mailchimp

    Triggers the automation when a subscriber's email address is changed

    Instant
  • Mailchimp
    Campaign is created in Mailchimp

    Triggers the automation when a new campaign is created

  • Mailchimp
    Campaign is sent in Mailchimp

    Triggers the automation when any campaign is sent

  • Mailchimp
    Campaign email activity is created in Mailchimp

    Triggers the automation when a new campaign email activity is created

  • Mailchimp
    Campaign is sent or cancelled in Mailchimp

    Triggers the automation when a campaign is sent or cancelled in your marketing platform

    Instant
  • Mailchimp
    Email is opened in Mailchimp

    Triggers the automation when an email is opened

  • Mailchimp
    Link is clicked in Mailchimp

    Triggers the automation when a link in the email is clicked

  • Mailchimp
    Customer is created in Mailchimp

    Triggers the automation when a new customer is created

  • Mailchimp
    Order is created in Mailchimp

    Triggers the automation when a new order is created

  • Mailchimp
    Audience/List is created in Mailchimp

    Triggers the automation when a new audience or list is created

  • Mailchimp
    Folder is created in Mailchimp

    Triggers the automation when a new folder is created

  • Mailchimp
    List segments is created in Mailchimp

    Triggers the automation when a new segment is created

  • Mailchimp
    File is created in Mailchimp

    Triggers the automation when a particular action in the workflow fails

  • Mailchimp
    Members is added/updated in segment in Mailchimp

    Triggers the automation when a member is added or updated in a particular segment

2.
  • Zoho Books
    Search vendor in Zoho Books

    Searches for a vendor

  • Zoho Books
    Create sales invoice in Zoho Books

    Generates a new sales invoice with pre-filled details

  • Zoho Books
    Search invoice in Zoho Books

    Locates and retrieves invoices with

  • Zoho Books
    Create customer in Zoho Books

    Adds a new customer to the database

  • Zoho Books
    Search customer in Zoho Books

    Locates and retrieves customer information

  • Zoho Books
    Get customer by id in Zoho Books

    Retrieves customer information based on their id

  • Zoho Books
    Create item in Zoho Books

    Generates a new item

  • Zoho Books
    Search item in Zoho Books

    Locates and retrieves particular item information

  • Zoho Books
    Create estimate in Zoho Books

    Adds a new contact to the contact list

  • Zoho Books
    Create sales order in Zoho Books

    Generates a new sales order with pre-filled details

  • Zoho Books
    Get line items by sales order ID in Zoho Books

    Retrieves line items associated with a sales order id

  • Zoho Books
    Update sales order in Zoho Books

    Updates sales orders with the latest information

  • Zoho Books
    Create payment in Zoho Books

    Generates and process a payment transaction

  • Zoho Books
    Search account in Zoho Books

    Searches for account information

  • Zoho Books
    Create purchase order in Zoho Books

    Generates a purchase order for approved requests

  • Zoho Books
    Create task in Zoho Books

    Creates a new task

  • Mailchimp
    Create or update subscriber in Mailchimp

    Generates a new invoice

  • Mailchimp
    Add tag to subscriber in Mailchimp

    Assigns a tag to a subscriber based on predefined criteria

  • Mailchimp
    Update Subscriber in Mailchimp

    Updates subscriber information

  • Mailchimp
    Add note to subscriber in Mailchimp

    Adds a note to a subscriber

  • Mailchimp
    Search subscriber by email in Mailchimp

    Retrieves subscriber information using their email address

  • Mailchimp
    Search subscriber by email in a list in Mailchimp

    Searches for a subscriber by email within a designated list

  • Mailchimp
    Unsubscribe email in Mailchimp

    Removes email address from mailing list

  • Mailchimp
    Remove subscriber in Mailchimp

    Unsubscribe a user from mailing lists

  • Mailchimp
    Archive list member in Mailchimp

    Removes list members from active list and store them in an archived list

  • Mailchimp
    Send campaign in Mailchimp

    Sends out a pre-designed campaign to targeted recipients

  • Mailchimp
    Search campaign in Mailchimp

    Searches for a campaign

  • Mailchimp
    Update campaign in Mailchimp

    Refresh and adjust the content and settings of a marketing campaign

  • Mailchimp
    Add or remove member tags in Mailchimp

    Manage member tags based on criteria

  • Mailchimp
    Create custom event in Mailchimp

    Creates a new marketing campaign

  • Mailchimp
    Create file in Mailchimp

    Generates a new file

  • Mailchimp
    Search customer in Mailchimp

    Locates and retrieves customer information

  • Mailchimp
    Create campaign in Mailchimp

    Generates and launch a new marketing campaign

  • Mailchimp
    Search content of campaign in Mailchimp

    Searches for the content of a campaign

  • Mailchimp
    Get campaign by id in Mailchimp

    Retrieves a campaign using its id

  • Mailchimp
    Get open campaign details for subscriber in Mailchimp

    Retrieves and display detailed information about campaign interactions for a subscriber

  • Mailchimp
    Create folder in Mailchimp

    Creates a new folder in the designated location

  • Mailchimp
    Add existing member to static segment in Mailchimp

    Adds a member who already exists to a predefined static segment within the audience

  • Mailchimp
    Remove member from static segment in Mailchimp

    Removes a member from a predefined static segment

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