How to set up a Zapier trigger for new contract jobs in Knowify to add subscribers to Mailchimp

Hi ​@RSG,

Welcome to the Community.

You're trying to add a client email from a new contract job in Knowify to Mailchimp, but the email isn't being pulled through. To troubleshoot, check that the Knowify trigger is correctly set up to include the client email field and ensure the email data in Knowify is valid and not empty. Testing the Zap with sample data can help identify the issue. If the problem persists, contacting Zapier Support may provide more detailed insight.

I hope this helps. Please let me know if you have any further questions.
 

Hey ​@RSG, just checking in—did Jammer’s suggestion do the trick, or did you figure out a different solution? 

Happy to lend a hand if you need any help! 🙂

No.  Knowify has a weird function where the client details are separate from the data inputs from New Contract Job.  However, the new contract job is under clients.

What I am trying to do...is create a campaign which follows up on the our bid proposal.  In Knowify, you enter the client information once and then you add jobs under the client.  I think the zapier triggers are too limited with Knowify or there is no way to pull the client details, using zapier, when new contract jobs are entered.

Hi ​@RSG,

We sincerely apologize.

Suppose you're having trouble pulling client details from Knowify when new contract jobs are entered. In that case, Zapier's current Knowify integration primarily triggers actions based on new contracts, invoices, or purchases and doesn't directly support pulling associated client information. As a workaround, you can create a multi-step Zap: first triggering on a new contract job, then using a 'Find Client' action to search for the related client, provided there's a unique identifier or searchable detail linking the two. While this method depends on how your Knowify setup is structured, Zapier acknowledges the limitations and appreciates your feedback for future improvements.

If you need further assistance or have any other questions, please don't hesitate to let us know.