Integrating Expensify with MailChimp by AI Agents and Assistants

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About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

About MailChimp

MailChimp is all-in-one e-mail marketing platform that fits everything you need to know about your subscribers into one neat and organized place. Its powerful features and embeddable sign up forms help you build an engaged audience you can communicate with easily anywhere and anytime.

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Connect Expensify + MailChimp in easier way

It's easy to connect Expensify + MailChimp without coding knowledge. Start creating your own business flow.

  • Triggers
  • Cleaned Subscriber

    Triggers when a cleaned subscriber

  • Click Report Members

    Triggers when member click a link.

  • New Campaign

    Triggers every time a new campaign is created or sent.

  • New List

    Triggers when a new list is added.

  • New Subscriber

    Triggers whenever a new subscriber is added to a list.

  • Unsubscribe Subscriber

    Triggers when a unsubscribe subscriber

  • Updated Subscriber

    Triggers whenever a subscriber is added or updated in a list.

  • Actions
  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

  • Add Member Note

    Adds a new note to an existing subscriber.

  • Add Subscriber to Segment

    Add subscriber's email address to a static segment within a list. Note: the email address must already be subscribed to the list, or this will fail.

  • Add Subscriber to Tag

    Add an email address to a tag within a list. Note: the email address must already be subscribed to the list, or this will fail.

  • Add/Update Subscriber

    Add a new subscriber to a list of your choice. (Note: This Connect can be used to update an existing subscriber too.)

  • Create Campaign

    Set up a campaign draft.

  • Delete Tag

    Delete tag within a List

  • Remove Subscriber from Tag

    Add an email address to a tag within a list. Note: the email address must already be subscribed to the list, or this will fail

  • Send Campaign

    Sends a campaign draft.

  • Unsubscribe Email

    Unsubscribe an email address from your selected list.

How Expensify & MailChimp Integrations Work

  1. Step 1: Choose Expensify as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick MailChimp as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Expensify to MailChimp.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 14, 2024, 12:13 pm
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