Look up document types for each new subscriber
Give new opportunities a clear proposal path without extra searching.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Action
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.
Why this helps
Teams lose momentum when they have to search for the right document category before they can respond.
- Reduce searching
- Support consistent proposal setup
- Speed up lead response
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Better Proposals once in Notis.
- 2Create an automation for subscriber document type lookups.
- 3Tell Notis to retrieve document types and summarize the options relevant to the subscriber.
- 4Choose Mailchimp Subscribe Trigger as the trigger.
- 5Select a report channel and test with one real subscriber.
Questions about this workflow
Why are there two document type actions?
Both listed actions retrieve document types, so choose the one your connected Better Proposals setup exposes.
Does this create a document?
No. It only retrieves available document types.
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.
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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
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
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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.