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Mailchimp Transactional Email - Create PDF, Word, Excel Documents
Mailchimp Transactional Email connects with Documentero to send documents as personalized emails right after they are generated. You can automatically attach invoices, contracts, or reports created in Documentero and deliver them through Mailchimp’s reliable email system. This integration helps you react to document events in real time and share files with customers or team members instantly.
Mailchimp Transactional Email
Documentero
Triggers
Watch Sync Events — Triggers when a specified sync event happens.
Watch Message Events — Triggers when a specified message event happens.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Mailchimp Transactional Email using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Mailchimp Transactional Email using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices in Documentero and send them via Mailchimp Transactional Email
Create personalized welcome letters in Documentero and deliver through Mailchimp Transactional Email
Export order confirmations from Documentero and email them instantly with Mailchimp Transactional Email
Send customized shipping documents created in Documentero using Mailchimp Transactional Email
Automatically generate payroll slips in Documentero and email them to employees via Mailchimp Transactional Email
Create donation receipts in Documentero and send them directly with Mailchimp Transactional Email
Generate personalized event tickets in Documentero and deliver them by Mailchimp Transactional Email
Send warranty documents produced in Documentero using Mailchimp Transactional Email
Automatically generate account statements in Documentero and email them through Mailchimp Transactional Email
Create PDF proposals in Documentero and send them to clients with Mailchimp Transactional Email
How you can use Mailchimp Transactional Email + Documentero
Send invoices automatically
Generate an invoice in Documentero and send it as a PDF attachment via Mailchimp Transactional Email when a purchase is completed.
Deliver signed contracts
Once a contract template is filled in Documentero, Mailchimp Transactional Email can send the signed document directly to the client.
Notify customers with reports
Create monthly account reports in Documentero and send them to each customer using Mailchimp Transactional Email.
Send event confirmations
Generate personalized event confirmation letters in Documentero and deliver them instantly by email.
Distribute certificates
When a course completion is recorded, Documentero creates a certificate and Mailchimp Transactional Email sends it to the participant.
Setup Guides
Zapier Tutorial: Integrate Mailchimp Transactional Email with Documentero
- Create a new Zap in Zapier.
- Add Mailchimp Transactional Email to the zap and choose one of the triggers (Watch Sync Events, Watch Message Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Mailchimp Transactional Email trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Mailchimp Transactional Email with Documentero
- Create a new scenario in Make.
- Add Mailchimp Transactional Email to the scenario and choose one of the triggers (Watch Sync Events, Watch Message Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Mailchimp Transactional Email trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Mailchimp Transactional Email with Documentero
- Create a new workflow in n8n.
- Add Mailchimp Transactional Email to the workflow and choose one of the triggers (Watch Sync Events, Watch Message Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Mailchimp Transactional Email trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate Mailchimp Transactional Email with Documentero
- Create a new flow in Power Automate.
- Add Mailchimp Transactional Email to the flow and choose one of the triggers (Watch Sync Events, Watch Message Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Mailchimp Transactional Email trigger.
- Test and save your flow.
