Check sent proposals after a profile update
Catch proposal context changes before your next client touchpoint.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
A changed role, company, or contact detail can make a sent proposal harder to interpret or follow up correctly.
- Reduce stale follow-up
- Spot records needing review
- Keep client context current
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Better Proposals once in Notis.
- 2Create an automation for sent proposal checks.
- 3Tell Notis to retrieve sent 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
Will it modify a sent proposal?
No. It identifies likely records for review.
What should the instruction include?
Tell Notis which subscriber details changed and how to recognize the related proposal.
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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Create Document Type
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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.