Find the right record template for profile updates
Keep changing subscriber records aligned with the format your team uses.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Action
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Why this helps
Profile updates can require a document format that is hard to locate quickly.
- Surface usable record templates quickly
- Reduce format inconsistencies
- Support faster profile change documentation
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Docugenerate in Notis once.
- 2Create an automation describing the template metadata to retrieve.
- 3Select the Mailchimp Profile Update Trigger and choose report delivery.
- 4Test with one real update and confirm the returned template details.
Questions about this workflow
What does the action return?
It returns or lists existing Docugenerate templates and their metadata.
Can it choose a template automatically?
Your instruction can describe selection criteria, but available template data must support the choice.
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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