Choose the right proposal document type for a new subscriber
Give every new opportunity a clear document path from the start.
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
Unclear document types create hesitation and inconsistent proposal workflows for new opportunities.
- Clarify the next proposal step
- Reduce setup decisions
- Improve document consistency
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Better Proposals once in Notis.
- 2Create an automation for document type suggestions.
- 3Tell Notis to list document types and recommend the best fit from the subscriber context.
- 4Choose Mailchimp Subscribe Trigger as the trigger.
- 5Select a report channel and test with one subscriber.
Questions about this workflow
Does this create a document type?
No. It retrieves available types for selection.
Can Notis recommend a type without a fixed rule?
Yes. Give it the offer or subscriber context it should consider.
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.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
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
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
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
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.