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Notis

Update Clientary clients after an unsubscribe

Keep account context aligned with communication preferences.

Trigger

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

Action

Update Client

Tool to update an existing client record in Clientary with partial or complete field modifications. Use when you need to modify client details such as name, address, description, or custom fields. All fields except ID are optional.

Why this helps

Teams may continue outreach without seeing a recent unsubscribe signal.

  • Respect contact preferences
  • Improve account context
  • Support targeted retention work

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Clientary once in Notis.
  • 2Create an automation for unsubscribe account updates.
  • 3Tell Notis to find the matching client and record the unsubscribe context in an appropriate client field or description.
  • 4Pick the Mailchimp Unsubscribe Trigger and select a report channel.
  • 5Test with one unsubscribe event.

Questions about this workflow

Does this delete the client?

No. It updates the matched Clientary client record.

What if the subscriber is not a client?

Ask Notis to report unmatched records without making destructive changes.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Mailchimp to Clientary. A trigger fires from one place; an action lands in another.

Mailchimp triggers

Clientary actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.

ActionInstant

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

Create Expense

Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.

ActionInstant

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

Create Lead

Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.

ActionInstant

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

Create Project

Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.

ActionInstant

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

Create Task

Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.

ActionInstant

Delete Client

Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.

ActionInstant

Delete Lead

Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.

ActionInstant

Connect any two apps with Notis in the middle.

Mailchimp and Clientary, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

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No card. Works with personal or business Clientary.