Get a proposal pipeline snapshot after each campaign event
See campaign activity and proposal volume in one focused report.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Action
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Why this helps
Founders lose time opening multiple dashboards to understand whether campaign activity is creating proposal momentum.
- Reduce dashboard hopping
- See proposal volume in context
- Make campaign reviews more actionable
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Better Proposals once in Notis.
- 2Create an automation for campaign pipeline snapshots.
- 3Tell Notis to retrieve all proposals and summarize meaningful changes or follow-up items.
- 4Choose Mailchimp Campaign Trigger as the trigger.
- 5Select a report channel and test with one campaign event.
Questions about this workflow
Does the report include every proposal?
The action retrieves the proposal list, and Notis can summarize the returned records.
Can I run it only for sent campaigns?
The available Mailchimp Campaign Trigger covers sent campaigns and other campaign events.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
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.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
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
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No card. Works with personal or business Better proposals.