Automation Basics

Everything you need to know about setting up your automation and understanding its basic behaviour & logic.

Mailchimp Automations - General

The Mailchimp Integration Plus app offers two primary automation types:
    Create a  monday.com  item/subitem based on a Mailchimp contact.
    Create a Mailchimp contact based on a  monday.com  item/subitem.

monday → Mailchimp Automations

  • These automations are triggered by events within  monday.com  and result in actions performed in Mailchimp.
  • Example: When a status changes, create a new contact in Mailchimp.

Mailchimp → monday Automations

  • These automations are initiated by events in Mailchimp and trigger actions in  monday.com .
  • Example: When a contact is subscribed, create a new item/subitem in this group/item.

Important Notes

  • The integration supports one-way synchronization - changes in  monday.com  can be reflected in Mailchimp and update a contact, but not vice versa.
  • During automation setup, you'll need to map fields between  monday.com  and Mailchimp to determine how information is shared between the two systems.

Mailchimp Automations - Logic & Configuration

Understanding  monday.com  Automations

Automation in  monday.com  follow a general structure - "When something happens, perform an action".
  • Trigger, "When something happens" - defines what event or action in  monday.com  will activate the automation.
  • Action, "perform an action" - defines what the automation will do once it's activated.

Understanding Mailchimp Automations

Automatons follow this general structure: "When column changes, create a contact in this Mailchimp audience."
This means that when the trigger happens (column change) and the automation starts to work it will create a contact in Mailchimp.

Automation Configuration - Key Components

  • Mailchimp logo - Selects the connected Mailchinp account that will be used.
  • Status changes to something - This is the trigger that will initiate the automation.
  • Contact - Determines how monday item fields are mapped to Mailchimp contact fields. More on that here -  Mapping fields⁠ 
  • This audience - Lists all available audiences for the connected account and defines where the contact will be created.

Let's Continue, Mapping Fields →