Turn every sent Mailchimp campaign into a client report
Give clients a polished campaign summary without assembling it by hand.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Action
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Campaign results are scattered across follow-ups, making client reporting easy to postpone.
- Create a consistent report immediately after a campaign event
- Reduce manual copy and paste into report templates
- Keep client updates moving while campaign context is fresh
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Docugenerate in Notis once.
- 2Create an automation and describe the client report outcome in one instruction.
- 3Choose the Mailchimp Campaign Trigger and select a report channel.
- 4Test with one real campaign event and confirm the generated document.
Questions about this workflow
What starts this workflow?
A Mailchimp Campaign Trigger event starts it when a campaign is sent or experiences an event.
Can I use my own report layout?
Yes. Tell Notis which Docugenerate template to use, provided you have its template details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Docugenerate. A trigger fires from one place; an action lands in another.
Mailchimp triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Mailchimp and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Docugenerate.