Question

How to auto-tag new Mailchimp customers based on "job type" custom field in an invoice with Zapier?

  • 28 December 2023
  • 1 reply
  • 12 views

I’m new to automations and zaps and having a hard time understanding the verbiage.  I’m trying to get Mailchimp to tag new customers appropriately by pulling information from the invoice.  I added a custom field that says ‘job type’ that can be filled in with any number of things like: wedding, corporate, family, etc.  I want Zapier to see an invoice that has a custom field that says “wedding” and for mailchimp to automatically tag that new customer as ‘wedding’.  Any thoughts?


This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Userlevel 7
Badge +14

Hi @SGBBQ 

To help us have more context, please post detailed screenshots with how your Zap steps are configured.