Review Bidsketch proposals after campaign activity
See the proposal pipeline while campaign context is still fresh.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Action
Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Why this helps
Campaign activity and proposal status often live in separate tabs, making follow-up easy to delay.
- Brings campaign and proposal context together
- Supports faster prioritization
- Creates a repeatable review habit
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Bidsketch in Notis once.
- 2Create an automation for campaign-triggered proposal review.
- 3Tell Notis to retrieve Bidsketch proposals and summarize the items most relevant to the Mailchimp campaign event.
- 4Pick the Mailchimp Campaign Trigger and choose where reports go.
- 5Test with one campaign event and review the proposal summary.
Questions about this workflow
Does this update proposals?
No. It retrieves and summarizes proposals. Use an update-proposal action for changes.
Can the report include every proposal?
Yes, ask Notis for the full returned proposal list or a concise review based on the event context.
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.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
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
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