Review proposal settings after a profile update
Keep proposal preparation aligned with your current account defaults.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Action
Get Settings
Tool to retrieve current account settings. use when you need default currency, tax, and timezone configuration before creating proposals.
Why this helps
Small profile changes can trigger proposal work, but outdated currency, tax, or timezone assumptions create avoidable errors.
- Surface current proposal defaults
- Reduce preparation mistakes
- Create a repeatable review habit
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Better Proposals once in Notis.
- 2Create an automation for settings checks after profile updates.
- 3Tell Notis to retrieve current settings and summarize anything relevant to the changed subscriber.
- 4Choose Mailchimp Profile Update Trigger as the trigger.
- 5Select a report channel and test with one profile update.
Questions about this workflow
Does this change the settings?
No. It retrieves current settings for review.
Why check settings for a profile update?
A changed profile may signal new proposal work where current defaults matter.
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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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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