Find a suitable proposal template for each new subscriber
Start every new opportunity with a proposal structure that fits.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
Choosing a proposal template from scratch slows response time and creates inconsistent client experiences.
- Shorten proposal preparation
- Improve template consistency
- Give founders a clear starting point
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Better Proposals once in Notis.
- 2Create an automation for subscriber template recommendations.
- 3Tell Notis to list templates and recommend one using the subscriber context.
- 4Choose Mailchimp Subscribe Trigger as the trigger.
- 5Select a report channel and test with one real subscriber.
Questions about this workflow
Does this create a proposal?
No. It lists templates and recommends a starting option.
What context can Notis use?
Include subscriber profile details or campaign context in the automation 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.
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
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.