How to automatically create a task in Mailchimp for a newly signed envelope on Signeasy

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Envelope signed" under Signeasy. Then, select details like the name. This will allow your playbook to automatically detect the newly signed envelope in Signeasy and initiate necessary actions.

If this is your first time using a Signeasy integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Mailchimp automation into your playbook to ensure the prompt creation of a new tag in Mailchimp when a new envelope has been signed in Signeasy.

Click the "Add step" button, then locate the "Get or create tag" automation for Mailchimp and input the mandatory and relevant details.

If your Mailchimp account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Mailchimp account.

Activating your playbook is the final step to automate the creation of a new tag in Mailchimp Once turned on, it will respond to each newly signed envelope in Signeasy by creating a new tag in Mailchimp without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.