Documentation sections
Automations
Last updated Sep 20, 2026
Integrate Mailchimp directly into your monday.com automation recipes.
Automations allow you to build custom "When this happens, do that" rules on a specific board. Sync for Mailchimp adds dedicated Mailchimp triggers and actions to your automation builder. This lets you push board changes to your audience, or trigger board updates from Mailchimp events.
Use automations for straightforward, standalone rules. If you need conditional branching, multi-step processes, or data lookups, use Workflows. For continuous bidirectional alignment, use Syncs.
How to set up an automation
- Open your monday.com board and click Automate in the top right corner.
- Depending on whether you already use automations on this board, you will encounter one of two screens:
- If you have no automations yet: You will land on a general overview screen. First, click the Manage tab at the top. From there, click the Create automation button.
- If you already have active automations: You will automatically land on the manage screen. Simply click the Create automation button in the top right corner.
- You are now in the automation builder. First, set up your Trigger ("When this happens..."). You can search for Mailchimp in the search bar to find and select our triggers, or use any other trigger that fits your needs.
- Next, set up your Action ("...do this"). Search for Mailchimp again to view the list of actions provided by us, or choose another action to complete your workflow.
- Configure the automation: Click on the highlighted fields within your selected trigger and action blocks. This is where you will select the target audience and configure your data mapping. (Need help? Check our Field Mapping Guide).
- Once everything is configured, click Create Automation to save and activate your automation.
Connecting your Mailchimp Account
To allow the automation to communicate with Mailchimp, you need to establish a connection directly in the automation builder.
As soon as you click on our app icon (connection field) inside your trigger or action block, a menu will appear. Here, you can either select an existing Mailchimp connection or add a new one. If you choose to add a new connection, a pop-up window will guide you through the authentication process.
(Note: You must connect a Mailchimp account that has a Manager role or higher before setting up automations).
Triggers
Mailchimp-based Triggers
Start an automation on your board based on events happening in Mailchimp. These triggers fire regardless of where the change originated (e.g., sign-up forms, the Mailchimp app, or third-party integrations).
| Trigger | Fires when |
|---|---|
| Contact subscribed | Someone joins the audience. |
| Contact unsubscribed | A contact opts out of your audience. |
| Contact cleaned | An email address bounces and Mailchimp stops mailing it. |
| Contact archived | A contact is archived in Mailchimp. |
| Contact updated | A contact's profile details change. |
| Contact status changed | A contact moves between subscribed, unsubscribed, or cleaned. |
| Contact email changed | A contact changes their email address. |
| Campaign sent | A campaign finishes sending. |
Board-based Triggers
You can also trigger Mailchimp-related actions based on board activity. For example:
- When a status changes, look up a campaign: Reads a campaign ID from a column on the item, then fetches that specific campaign and its report data to update the board.
Actions
Once a trigger fires, you can execute the following actions:
| Action | What it does |
|---|---|
| Create contact | Adds a new contact to an audience. (Note: All fields marked as required by your audience must be mapped). |
| Update contact | Changes an existing contact. All field mappings are optional. |
| Add or update contact | Creates a new contact, or updates the existing one if the email address is already present. |
| Unsubscribe contact | Changes the contact's status to unsubscribed. |
| Archive contact | Removes the contact from the audience but retains their history. They can be re-added later. |
| Delete contact | Permanently deletes the contact. The email address cannot be re-added. (Recommendation: Use Archive unless you are absolutely sure). |
| Get contact | Reads a contact's data from an audience. |
| Get campaign | Reads a campaign and its performance report. |
| Update item | Writes new values to a specific item on the board. |
| Update the matching item | Finds the board item whose email column matches a contact's address, and updates that item. |
| Rename item | Changes the name of an item. |
Example recipes
- Automate onboarding: When a new item is created, create a contact in Mailchimp.
- Sync new subscribers: When a status changes to Subscriber, add or update the contact in Mailchimp.
- Handle opt-outs: When a contact unsubscribes in Mailchimp, update the matching item on the board.
- Track performance: When a status changes to Sent, look up the campaign and update the item with its report data.
- Conditional Tagging: When a status changes to VIP, use the Update contact action to apply a specific tag in Mailchimp.
Best Practices & Limitations
- Single-direction data flow: Automations are strictly one-way. For true two-way synchronization, either use the Syncs feature or create two separate automations with identical mappings but opposite directions.
- Campaign data is read-only: Campaign automations only flow from Mailchimp to monday.com (e.g., fetching performance data). You cannot trigger a campaign send from your monday.com board.
- Connections: You connect Mailchimp in two places: in the board view for syncs, and in the account picker on each automation or workflow block. Every connection shows up in the Connections Manager, where each person sees only the ones they added. Removing a connection there stops the syncs that use it, and disables any automation or workflow that relies on it the next time it triggers.
- Matching items by email: The Update the matching item action uses the contact's email address to find the correct board item. If no item contains that address, nothing happens. If multiple items contain the same address, the action is skipped entirely to prevent incorrect updates.
- No action chaining in Automations: An action's output cannot feed into the next action. Blocks like Get contact or Get campaign are only useful if paired with a block that can read the trigger directly. For chained actions, use Workflows.
Troubleshooting
- App not visible in the Automation Center? If you can't find the app when searching in the board's automation panel, navigate to Marketplace > Installed apps > Sync for Mailchimp > View App > Use App. Create your first automation from there to make the app visible on your boards.
- Connection / Authentication failures: Verify you have Manager-level permissions (or higher) in Mailchimp. Ensure pop-ups are enabled in your browser when connecting the account. If a connection breaks later on, monday.com will automatically disable the automation. You will need to reconnect the account and switch it back on.
- Mapping issues:
Check that data types are compatible between platforms (e.g., date to date). Ensure all required Mailchimp fields (marked with an
*) are mapped. If you are mapping to a dropdown, verify that the specific dropdown values already exist in the target platform. - Still need help? If you are stuck or encountering an issue not covered here, please reach out to our support team at support@felsia.co. We are happy to help!