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Track proposal volume after campaign events

Add a simple proposal volume check to every campaign review.

Trigger

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

Action

Get Proposal Stats

Tool to get proposal statistics. use when you need the total count of proposals for the account.

Why this helps

Teams can debate campaign impact without a quick view of the proposal workload around it.

  • Adds a consistent operating metric
  • Keeps campaign reviews grounded
  • Reduces manual dashboard checking

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Bidsketch in Notis once.
  • 2Create an automation for campaign and proposal statistics.
  • 3Tell Notis to retrieve Bidsketch proposal statistics after each Mailchimp campaign event and include the result in a concise report.
  • 4Pick the Mailchimp Campaign Trigger and choose a report destination.
  • 5Test with one campaign event.

Questions about this workflow

What statistic does Bidsketch provide here?

The action retrieves proposal statistics, including the total proposal count available from Bidsketch.

Does this measure campaign conversion?

No. It provides proposal statistics; campaign conversion needs matching data from your systems.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Mailchimp to Bidsketch. A trigger fires from one place; an action lands in another.

Mailchimp triggers

Bidsketch actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Tool to create a client. use when adding a new client record to bidsketch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Client

Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.

ActionInstant

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

Delete Fee

Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.

ActionInstant

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

Delete Proposal

Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.

ActionInstant

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

Delete Proposal Fee

Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.

ActionInstant

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

Delete Proposal Section

Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.

ActionInstant

Delete Section

Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.

ActionInstant

Delete Webhook

Tool to delete a webhook. use after obtaining the webhook id to remove it.

ActionInstant

Connect any two apps with Notis in the middle.

Mailchimp and Bidsketch, 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 Bidsketch.