How to automatically update a subscriber's status in Mailchimp every time an envelope is signed in Signeasy

In this how-to guide

How to automatically update a subscriber's status in Mailchimp every time an envelope is signed in Signeasy
1. Set the Signeasy trigger as “Envelope signed”
2. Add the "Update subscriber status" step in Mailchimp
3. Activate your playbook
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Relay.app is an automation tool that lets you automate actions across Mailchimp, Signeasy, and many other apps. In this guide, we'll show you how to automatically run the “update subscriber status” action in Mailchimp for each envelope signed in Signeasy using Relay.app.

Try it in Relay.app

Signeasy > Mailchimp

Trigger

Last triggered

Envelope signed

Update subscriber status

Set the Signeasy trigger as “Envelope signed”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Signeasy trigger to initiate your playbook's actions every time an envelope is signed. Click "Add trigger" in your playbook and choose "Envelope signed" from the dropdown menu under Signeasy.

If you still need to connect your Signeasy account to Relay.app yet, a prompt will guide you through the process.

Add the "Update subscriber status" step in Mailchimp

Integrate the Mailchimp automation into your playbook to ensure the prompt update of a subscriber's status in Mailchimp every time an envelope is signed in Signeasy.

Click the "Add step" button, then locate the "Update subscriber status” automation for Mailchimp and input the mandatory and relevant details.

If your Mailchimp account still needs to be 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.

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically update a subscriber's status in Mailchimp every time an envelope is signed in Signeasy without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.