Review new proposals after profile changes
Catch changed client context while proposals are still new.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Action
Get New Proposals
Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.
Why this helps
A profile update can arrive while a proposal is being prepared, creating a risk that the new document uses stale details.
- Catch issues early
- Reduce proposal rework
- Keep new documents aligned with client context
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Better Proposals once in Notis.
- 2Create an automation for new proposal profile checks.
- 3Tell Notis to retrieve new proposals and flag likely matches affected by the profile update.
- 4Choose Mailchimp Profile Update Trigger as the trigger.
- 5Select a report channel and test with one updated profile.
Questions about this workflow
Does it edit the new proposal?
No. It retrieves new proposals and reports likely records for review.
How can Notis identify a match?
Provide the subscriber email, company, or other identifying context in the 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
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
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Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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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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