Update Bidsketch client context after campaigns
Carry useful campaign context into the client record while it is still fresh.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Campaign engagement can disappear from the proposal workflow when nobody records the context where client work happens.
- Improves sales handoffs
- Keeps campaign context attached to the client
- Reduces scattered notes
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Bidsketch in Notis once.
- 2Create an automation for campaign context updates.
- 3Tell Notis to find the matching Bidsketch client and update the record with only the campaign context available from Mailchimp.
- 4Pick the Mailchimp Campaign Trigger and choose a report destination.
- 5Test with one campaign event and verify the client record.
Questions about this workflow
What client fields can be updated?
Tell Notis to use only fields supported by the returned Bidsketch client and Mailchimp event data.
What if several clients match?
Ask Notis to report the candidates and pause for a confirmed match.
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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