Review signed proposals after campaign activity
Include client commitments when you review campaign results.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
Campaign reporting often stops at engagement metrics while signed proposal outcomes remain in another system.
- Add signed outcomes to campaign reviews
- Reduce reporting gaps
- Keep commitments visible
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Better Proposals once in Notis.
- 2Create an automation for signed proposal campaign reviews.
- 3Tell Notis to retrieve signed proposals and summarize records relevant to 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 attribute signatures to the campaign?
Notis can summarize likely relationships, but attribution must be supplied or supported by the returned data.
Can the report include campaign context?
Yes. Include the campaign name or offer 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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Campaign Trigger
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Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
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Subscribe Trigger
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Unsubscribe Trigger
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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.