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Prioritize opened proposals after campaign activity

Focus your next review on proposal recipients already showing interest.

Trigger

Campaign Trigger

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

Action

Get Opened Proposals

Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.

Why this helps

Campaign activity generates many signals, but founders need a short list of proposal conversations worth attention.

  • Focus attention on engaged opportunities
  • Shorten follow-up triage
  • Connect campaign and proposal signals

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Better Proposals once in Notis.
  • 2Create an automation for opened proposal prioritization.
  • 3Tell Notis to retrieve opened proposals and rank likely follow-up priorities using the campaign context.
  • 4Choose Mailchimp Campaign Trigger as the trigger.
  • 5Select a report channel and test with one campaign event.

Questions about this workflow

Does this send reminders?

No. It creates a prioritized review report from opened proposals.

Can I include a campaign name?

Yes. Include the campaign context in the automation instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Mailchimp triggers

Better proposals actions

Recurring trigger

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

TriggerScheduled

Get All Document Types

Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

Campaign Trigger

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

TriggerInstant

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

Create Proposal Cover

Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.

ActionInstant

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

Get All Document Types

Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.

ActionInstant

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.