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How to Integrate freshbooks & Mailchimp

Automate your business. Connect freshbooks to Mailchimp and sync data automatically without writing code.

Popular Automation Workflows

Here are the most powerful ways businesses connect these two platforms:

When: Updated Bank Connection Status → Then: Add/Update Subscriber
When: New Client → Then: Archive Subscriber
When: New Estimate → Then: Create Campaign
When: New Expense → Then: Campaign Report
When: Get Account (Supporting Trigger) → Then: Click Report

freshbooks Triggers

Events that happen in freshbooks to start an automation.

  • Trigger
    Updated Bank Connection Status
    Updated Bank Connection Status
  • Trigger
    New Client
    New Client
  • Trigger
    New Estimate
    New Estimate
  • Trigger
    New Expense
    New Expense
  • Trigger
    Get Account (Supporting Trigger)
    Get Account (Supporting Trigger)
  • Trigger
    Get Bill (Supporting Trigger)
    Get Bill (Supporting Trigger)
  • Trigger
    Get Categories (Supporting Trigger)
    Get Categories (Supporting Trigger)
  • Trigger
    Get Client (Supporting Trigger)
    Get Client (Supporting Trigger)
  • Trigger
    Get Gateway (Supporting Trigger)
    Get Gateway (Supporting Trigger)
  • Trigger
    Get Invoice (Supporting Trigger)
    Get Invoice (Supporting Trigger)
  • Trigger
    Get item (Supporting Trigger)
    Get item (Supporting Trigger)
  • Trigger
    Get Project (Supporting Trigger)
    Get Project (Supporting Trigger)
  • Trigger
    Get Staff (Supporting Trigger)
    Get Staff (Supporting Trigger)
  • Trigger
    Get Time Entry (Supporting Trigger)
    Get Time Entry (Supporting Trigger)
  • Trigger
    Get Vendor (Supporting Trigger)
    Get Vendor (Supporting Trigger)
  • Trigger
    New Invoice
    New Invoice
  • Trigger
    New Bill
    New Bill
  • Trigger
    New Client (Deprecated - Use INSTANT)
    New Client (Deprecated - Use INSTANT)
  • Trigger
    New Credit Note
    New Credit Note
  • Trigger
    New Estimate - DEPRECATED
    New Estimate - DEPRECATED
  • Trigger
    New Expense (Deprecated - Use INSTANT)
    New Expense (Deprecated - Use INSTANT)
  • Trigger
    New Filtered Invoice
    New Filtered Invoice
  • Trigger
    New Invoice (Deprecated - Use INSTANT)
    New Invoice (Deprecated - Use INSTANT)
  • Trigger
    New Other Income Hook
    New Other Income Hook
  • Trigger
    New Invoice Payment (Deprecated - Use INSTANT)
    New Invoice Payment (Deprecated - Use INSTANT)
  • Trigger
    New Project
    New Project
  • Trigger
    New Staff Member
    New Staff Member
  • Trigger
    New Vendor
    New Vendor
  • Trigger
    New Invoice Payment
    New Invoice Payment
  • Trigger
    Test Trigger
    Test Trigger
  • Trigger
    New Time Entry
    New Time Entry
  • Trigger
    Updated Bill
    Updated Bill
  • Trigger
    Updated Estimate
    Updated Estimate
  • Trigger
    Updated Invoice
    Updated Invoice
  • Trigger
    Updated Project
    Updated Project
  • Trigger
    Updated Vendor
    Updated Vendor

Mailchimp Actions

What Mailchimp will do automatically when triggered.

  • Action
    Add/Update Subscriber
    Adds a new subscriber to an audience.
  • Action
    Archive Subscriber
    Archive Subscriber
  • Action
    Create Campaign
    Create Campaign
  • Action
    Campaign Report
    Campaign Report
  • Action
    Click Report
    Click Report
  • Action
    Create Tag
    Create Tag
  • Action
    Create Custom Event
    Create Custom Event
  • Action
    Create Audience
    Create Audience
  • Action
    Add/Update Subscriber
    Add/Update Subscriber
  • Action
    Permanently Delete Member
    Permanently Delete Member
  • Action
    Unsubscribe or Delete Contact
    Unsubscribe or Delete Contact
  • Action
    Remove Subscriber from Tag
    Remove Subscriber from Tag
  • Action
    Send Campaign
    Send Campaign
  • Action
    Add Note to Subscriber
    Add Note to Subscriber
  • Action
    Add Subscriber to Tag
    Add Subscriber to Tag
  • Action
    Custom Actions (Beta)
    Custom Actions (Beta)
  • Action
    API Request (Beta)
    API Request (Beta)

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