Integration
Connect Mailchimp to Sage Sales Management
When something happens in Mailchimp, your agent does the next thing in Sage Sales Management. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Mailchimp and Sage Sales Management to do together?
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Connect Claude CodeEverything your agent can do with Mailchimp and Sage Sales Management
Triggers and actions 17 triggers · 198 actions
Trigger
Campaign Sent (instant)Fires instantly when a campaign finishes sending.
Trigger
Member Cleaned (instant)Fires instantly when a member's email is marked cleaned (bounced or invalid).
Trigger
Member Email Changed (instant)Fires instantly when a member's email address changes.
Trigger
Member Profile Updated (instant)Fires instantly when a member's profile fields are updated.
Trigger
New listTriggers when a new audience (list) is created. Polling; deduped by list id.
Action
Add Campaign FeedbackAdd a feedback comment to a campaign.
Action
Add Cart Line ItemAdd a line item to a cart.
Action
Add FileUpload a new file to the File Manager.
Action
Add Interest in CategoryAdd a new interest to an interest category.
Action
Add Member EventRecord a custom event against a member.
Action
Add Member NoteAdd a note to a member.
Action
Add Member to SegmentAdd a single member to a static segment.
Action
Add Order Line ItemAdd a line item to an order.
Action
Add or Update CustomerCreate a customer or update it if one with the same ID already exists.
Action
Add or update memberAdds or updates a member in the specified audience. Upserts by email; sets status (subscribed by default).
Action
Add or Update OrderCreate an order or update it if one with the same ID already exists.
Action
Add or Update Product VariantCreate a product variant or update it if one with the same ID already exists.
Action
Add Product ImageAdd a new image to a product.
Action
Add Product VariantAdd a new variant to a product.
Action
Add tag to memberAdds a tag to the specified member in the specified audience. Creates the tag if it does not exist.
Action
Archive Audience MemberArchive a member, removing them from the audience while retaining history.
Action
Archive Classic AutomationArchive a classic Automation workflow.
Action
Batch Add or Remove Segment MembersAdd or remove a batch of members from a static segment in one call.
Action
Batch Subscribe or Unsubscribe Audience MembersSubscribe or unsubscribe a batch of members on an audience in one call.
Action
Create audienceCreates a new audience (list).
Action
Create CampaignCreate a new campaign.
Action
Create CartCreate a new shopping cart for a store.
Action
Create Classic AutomationStart a new classic Automation workflow.
Action
Create CustomerCreate a new customer for a store.
Action
Create Interest CategoryCreate a new interest category (group) on an audience.
Action
Create Landing PageCreates a landing page in Mailchimp from a landing-page template, tied to an audience. Note: if the template type and template id disagree, Mailchimp reports an error but still leaves a stray draft landing page behind.
Action
Create merge fieldCreates a new merge field for the specified audience.
Action
Create OrderCreate a new order for a store.
Action
Create or Update ProductCreate a product or update it if one with the same ID already exists.
Action
Create ProductCreate a new product in a store's catalog.
Action
Create Promo CodeCreate a new promo code under a promo rule.
Action
Create Promo RuleCreate a new promo rule for a store.
Action
Create Segment by ConditionsCreate a dynamic segment on an audience defined by match conditions.
Action
Create static segment for audienceCreates a new static segment (tag-like) for the specified audience.
Action
Create StoreConnect a new e-commerce store.
Action
Create TemplateCreate a new template.
Action
Delete AudienceDelete an audience.
Action
Delete CampaignDelete a campaign.
Action
Delete CartDelete a cart.
Action
Delete Cart Line ItemDelete a line item from a cart.
Action
Delete CustomerDelete a customer from a store.
Action
Delete FileDelete a stored file from the File Manager.
Action
Delete InterestDelete an interest from a category.
Action
Delete Interest CategoryDelete an interest category from an audience.
Action
Delete Landing PageDelete a landing page.
Action
Delete Member NoteDelete a note from a member.
Action
Delete Merge FieldDelete a merge field from an audience.
Action
Delete OrderDelete an order from a store.
Action
Delete Order Line ItemDelete a line item from an order.
Action
Delete ProductDelete a product from a store's catalog.
Action
Delete Product ImageDelete an image from a product.
Action
Delete Product VariantDelete a variant from a product.
Action
Delete Promo CodeDelete a promo code.
Action
Delete Promo RuleDelete a promo rule from a store.
Action
Delete SegmentDelete a segment from an audience.
Action
Delete StoreDelete a store.
Action
Delete TemplateDelete a template.
Action
Get AudienceRetrieve details about a single audience by ID.
Action
Get Audience MemberRetrieve details about a single audience member.
Action
Get audiencesReturns all audiences (lists) with id and name.
Action
Get Automation EmailRetrieve details about a single Automation workflow email.
Action
Get CampaignRetrieve settings and info for a single campaign.
Action
Get Campaign AdviceRetrieve advice and feedback tips for a sent campaign.
Action
Get Campaign ContentRetrieve the HTML and plain-text content of a campaign.
Action
Get Campaign Domain PerformanceRetrieve delivery and engagement stats broken down by recipient email domain.
Action
Get Campaign Ecommerce Product Activity ReportRetrieve product purchase activity generated by a campaign.
Action
Get Campaign ReportRetrieve the performance report for a single campaign.
Action
Get Campaign Send ChecklistRetrieve the pre-send readiness checklist for a campaign.
Action
Get CartRetrieve details about a single cart.
Action
Get Classic AutomationRetrieve details about a single classic Automation workflow.
Action
Get CustomerRetrieve details about a single customer.
Action
Get FileRetrieve details about a single stored file.
Action
Get Interest CategoryRetrieve details about a single interest category.
Action
Get interest groups for audienceReturns the interest categories (groups) and their interests for the specified audience.
Action
Get Landing PageRetrieve details about a single landing page.
Action
Get Landing Page ContentRetrieve the HTML content of a landing page.
Action
Get Landing Page ReportRetrieve the performance report for a single landing page.
Action
Get Member Activity FeedRetrieve the recent activity feed for a member (opens, clicks, purchases, and more).
Action
Get members in audienceReturns members in the specified audience, optionally filtered by status.
Action
Get Merge FieldRetrieve details about a single merge field.
Action
Get OrderRetrieve details about a single order.
Action
Get ProductRetrieve details about a single product.
Action
Get SegmentRetrieve details about a single segment.
Action
Get segments for audienceReturns the id and name of all segments for the specified audience.
Action
Get StoreRetrieve details about a single store.
Action
Get TemplateRetrieve details about a single template.
Action
Get Template Default ContentRetrieve the default content sections of a template.
Action
List Account OrdersList e-commerce orders across all stores connected to the account.
Action
List Audience Abuse ReportsList abuse complaint reports for an audience.
Action
List Audience Growth HistoryList monthly growth history for an audience.
Action
List Audience Recent ActivityList the most recent daily activity stats for an audience.
Action
List Automation EmailsList all emails that belong to a classic Automation workflow.
Action
List Campaign Click DetailsList click activity for the links in a campaign.
Action
List Campaign Email ActivityList subscriber-level email activity (opens, clicks, bounces) for a campaign.
Action
List Campaign FeedbackList feedback and comments left on a campaign.
Action
List Campaign Open DetailsList individual open activity for a sent campaign.
Action
List Campaign RecipientsList the members a campaign was sent to.
Action
List Campaign ReportsList performance reports for all sent campaigns.
Action
List CampaignsList all campaigns in the account.
Action
List Campaign UnsubscribesList members who unsubscribed as a result of a campaign.
Action
List Cart Line ItemsList the line items in a cart.
Action
List CartsList shopping carts for a store.
Action
List Classic AutomationsList all classic Automation workflows in the account.
Action
List ConversationsList email conversations from replies to campaigns.
Action
List CustomersList customers for a store.
Action
List FilesList files stored in the File Manager.
Action
List Interests in CategoryList the interests within an interest category.
Action
List Landing Page ReportsList performance reports for all landing pages.
Action
List Landing PagesList landing pages in the account.
Action
List Member EventsList custom events recorded for a member.
Action
List Member Goal EventsList goal events recorded for a member.
Action
List Member NotesList notes recorded on a member.
Action
List Member TagsList the tags applied to a member.
Action
List Merge FieldsList the merge fields defined on an audience.
Action
List Order Line ItemsList the line items on an order.
Action
List Product ImagesList images attached to a product.
Action
List ProductsList products in a store's catalog.
Action
List Product VariantsList variants of a product.
Action
List Promo CodesList promo codes under a promo rule.
Action
List Promo RulesList promo rules for a store.
Action
List Segment MembersList the members belonging to a segment.
Action
List SMS CampaignsList SMS campaigns in the account.
Action
List Store OrdersList orders placed in a store.
Action
List StoresList e-commerce stores connected to the account.
Action
List Subscribers Removed from AutomationList subscribers that were removed from a classic Automation workflow.
Action
List Survey ReportsList performance reports for all surveys.
Action
List SurveysList surveys created for an audience.
Action
List TemplatesList templates in the account.
Action
Pause RSS CampaignPause an RSS-driven campaign.
Action
Permanently Delete Audience MemberPermanently erase a member's data from an audience (GDPR-style forget).
Action
Publish Landing PagePublish a landing page, making it live.
Action
Remove member from audienceArchives (removes) a member from the specified audience by email.
Action
Remove Member from SegmentRemove a single member from a static segment.
Action
Remove tag from memberRemoves the specified tag from the specified member in the audience.
Action
Replicate CampaignCreate a copy of an existing campaign.
Action
Resend Campaign to Non-OpenersCreate a resend of a campaign targeted at people who didn't open it.
Action
Resume RSS CampaignResume a paused RSS-driven campaign.
Action
Schedule CampaignSchedule a campaign to send at a future time.
Action
Search Audience TagsSearch for member tags on an audience by name.
Action
Search CampaignsSearch across campaigns by content or metadata.
Action
Search MembersSearch for members across audiences by email or name.
Action
Send CampaignSend a campaign immediately.
Action
Send Test Campaign EmailSend a test copy of a campaign to specified recipients.
Action
Set Campaign ContentSet the HTML and plain-text content of a campaign.
Action
Unpublish Landing PageUnpublish a landing page, taking it offline.
Action
Unschedule CampaignCancel a campaign's scheduled send time.
Action
Unsubscribe memberSets a member's status to unsubscribed in the specified audience (by email).
Action
Update AudienceUpdate settings for an audience.
Action
Update Automation EmailUpdate settings for an Automation workflow email.
Action
Update Campaign SettingsUpdate settings for an existing campaign.
Action
Update CartUpdate a cart's details.
Action
Update Cart Line ItemUpdate a line item in a cart.
Action
Update FileUpdate the name or folder of a stored file.
Action
Update InterestUpdate an interest's name or display order.
Action
Update Interest CategoryUpdate an interest category's title or display type.
Action
Update Landing PageUpdate a landing page's settings.
Action
Update Member NoteUpdate an existing note on a member.
Action
Update Merge FieldUpdate a merge field's settings.
Action
Update Order Line ItemUpdate a line item on an order.
Action
Update Product ImageUpdate a product image's settings.
Action
Update Promo CodeUpdate a promo code's settings.
Action
Update Promo RuleUpdate a promo rule's settings.
Action
Update SegmentUpdate a segment's name or match conditions.
Action
Update StoreUpdate a store's settings.
Action
Update TemplateUpdate a template's name or content.
Trigger
Account UpdatedFires when an existing account (company) is updated in Sage Sales Management.
Trigger
Activity UpdatedTriggers when an activity is updated.
Trigger
Calendar Item UpdatedFires when an existing calendar item (appointment or task) is updated in Sage Sales Management.
Trigger
Contact UpdatedTriggers when a contact is created or updated in Sage Sales Management. Returns the contact's name, email and phone details, linked account, sales rep, address and update timestamps.
Trigger
New AccountTriggers when a new account is created.
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New Calendar ItemTriggers when a new calendar item is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New Sales OrderTriggers when a new sales order is created.
Trigger
Opportunity UpdatedTriggers when an opportunity is updated.
Trigger
Sales Order UpdatedTriggers when a sales order is updated.
Action
Create AccountCreates a new account (company) in Sage Sales Management with its contact details, address, owner and classification IDs. Returns the new account's ID.
Action
Create ActivityLogs a new activity (a call, visit or note) against an account in Sage Sales Management, optionally tied to an opportunity and a sales rep. Returns the new activity's ID.
Action
Create Calendar ItemCreates a calendar appointment or task in Sage Sales Management, optionally linked to an account, contact and sales rep. Returns the new calendar entry's ID.
Action
Create ContactCreates a new contact person in Sage Sales Management, optionally linked to an account and a sales rep. Returns the new contact's ID.
Action
Create EntityCreates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of that type's own fields. Returns the new record's ID.
Action
Create OpportunityCreates a new sales opportunity against an account in Sage Sales Management, with its value, currency, win probability, status and owner. Returns the new opportunity's ID.
Action
Create or Update AccountFinds an account by its exact company name in Sage Sales Management and updates it, or creates a new account when no match is found. Returns the account's ID and which of the two happened.
Action
Create or Update ContactFinds a contact by email address in Sage Sales Management and updates it, or creates a new contact when no match is found. Returns the contact's ID and which of the two happened.
Action
Create Sales OrderCreates a sales order header for an account in Sage Sales Management, with its reference, total, currency, status, discounts and owner. Returns the new order's ID; order lines are added separately.
Action
Find AccountReturns the accounts in Sage Sales Management whose company name exactly matches the one you give, with the first match surfaced on its own for easy mapping.
Action
Find Account by Any FieldReturns the accounts in Sage Sales Management where the field you name equals the value you give, so you can look an account up by email, phone, VAT number, external ID or any other stored field.
Action
Find Account by External IDReturns the account in Sage Sales Management carrying the external ID you give — the ID your own system uses for that company.
Action
Find ContactReturns the contacts in Sage Sales Management whose email address exactly matches the one you give, with the first match surfaced on its own for easy mapping.
Action
Find Contact by Any FieldReturns the contacts in Sage Sales Management where the field you name equals the value you give, so you can look a contact up by phone, last name, account, external ID or any other stored field.
Action
Find Contact by External IDReturns the contact in Sage Sales Management carrying the external ID you give — the ID your own system uses for that person.
Action
Find EntitySearches any Sage Sales Management record type — accounts, contacts, opportunities, sales orders, activities and so on — for records where the field you name equals the value you give.
Action
Find OpportunityReturns the opportunities in Sage Sales Management whose reference exactly matches the one you give, with the first match surfaced on its own for easy mapping.
Action
Find Opportunity by Any FieldReturns the opportunities in Sage Sales Management where the field you name equals the value you give, so you can look one up by account, status, owner, external ID or any other stored field.
Action
Find Opportunity by External IDReturns the opportunity in Sage Sales Management carrying the external ID you give — the ID your own system uses for that deal.
Action
Get UserReturns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status.
Action
List AccountsList accounts stored in Sage Sales Management, most recently updated first.
Action
List BranchesReturns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need.
Action
List CountriesReturns every country Sage Sales Management knows about with its ID and ISO codes, so you can supply the country ID accounts and contacts expect.
Action
List CurrenciesReturns every currency configured in Sage Sales Management with its ID, ISO code and symbol, so you can supply the currency ID opportunities and orders expect.
Action
List TimezonesReturns every time zone Sage Sales Management supports with its ID and IANA name, so you can supply the time zone ID branches expect.
Action
List UsersReturns the users (sales reps) in Sage Sales Management with their names, emails and IDs, so you can pick the sales-rep ID other operations need.
Action
Update AccountUpdates an existing account in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update ActivityUpdates an existing activity in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update Calendar ItemUpdates an existing calendar appointment or task in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update ContactUpdates an existing contact in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update EntityUpdates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of the fields you want changed. Fields you leave out keep their current values.
Action
Update OpportunityUpdates an existing opportunity in Sage Sales Management. Only the fields you supply are changed; anything left blank is left as it is on the record.
Action
Update Sales OrderUpdates an existing sales order in Sage Sales Management. Only the fields you supply are changed; anything left blank stays as it is on the order.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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