Invocable Actions
6 minute read
What are invocable actions
Salesforce Invocable Actions are a powerful feature within the Salesforce platform that allow users to create custom logic and processes that can be called (or invoked) from various automation tools such as Flows or Apex.
Third-party invocable actions, such as those provided by our application, are only available to Salesforce Enterprise Edition users and above. If you are using Professional Edition or a lower edition, these invocable actions will not be visible or accessible for use.
We provide invocable actions allowing you to:
- Manage members - subscribe, unsubscribe, resubscribe, including tags.
- Manage tags - Add and remove tags on an existing member.
- Mailchimp Events - Trigger your events set up in Mailchimp.
Invocable actions are an advanced feature so should be used with caution and tested first in a sandbox. We recommend they are contained within an async path. Actions do not work in flows with a Before a record is deleted trigger.
Manage Mailchimp Members
This action allows you to subscribe, unsubscribe or resubscribe an email address to an audience in Mailchimp. Optionally you can choose to add Mailchimp tags. Below is an interactive video on how to add the action.
Manage Mailchimp Tags
This action allows you to add or remove Mailchimp tags. Below is an interactive video on how to add the action.
Mailchimp Events
Our integration includes an invocable action that lets you send a Mailchimp Event directly from a Salesforce Flow. This means you can trigger Mailchimp Events when that flow fires. To use it, add the Send Mailchimp Event action to your Salesforce Flow as shown above.
What can you do with Mailchimp Events?
Once an event is received by Mailchimp, you can use it in several ways:
Trigger Customer Journeys — Start an automation flow when a specific event is posted. For example, send a welcome series when a contact completes onboarding, or send a discount when a referral code is used. This requires a paid Mailchimp marketing plan (Essentials for single-step, Standard or higher for multi-step flows).
Personalize email content — Use the
Segment your audience — Build segments based on event data to send targeted campaigns. For example, segment all contacts who
Track contact behavior — View a contact's events alongside other activity in both Mailchimp and in our Salesforce component.
What can you do with Mailchimp Events?
Once an event is received by Mailchimp, you can use it in several ways:
Trigger Customer Journeys — Start an automation flow when a specific event is posted. For example, send a welcome series when a contact completes onboarding, or send a discount when a referral code is used. This requires a paid Mailchimp marketing plan (Essentials for single-step, Standard or higher for multi-step flows).
Personalize email content — Use the
|EVENT:PROPERTY| merge tag to dynamically insert event properties into emails. For example, if you send a meetup_registered event with a location property, your email can say "Get ready, Atlanta!" for attendees in that city.Segment your audience — Build segments based on event data to send targeted campaigns. For example, segment all contacts who
completed_purchase in the last 30 days for a loyalty campaign.Track contact behavior — View a contact's events alongside other activity in both Mailchimp and in our Salesforce component.
FAQs
How to Remove Tags Using Multi-Select Fields
Do you support the guest site user?
Why can't I see invocable actions?
What are dynamic tags
What are invocable actions?
What is the Bypass Internal Queue setting on invocable actions?
How can I test an invocable action if it is not working?
How can I send additional Salesforce fields to Mailchimp using the Add Invocable Action?
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