Review Bidsketch clients after campaign activity
Turn campaign activity into a short, focused client review instead of another scattered list.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Action
Get Clients
Tool to retrieve all clients. use when you need to list all clients on the account.
Why this helps
Campaign results can sit unused while warm contacts wait for proposal attention.
- Creates a timely review point
- Reduces context switching
- Helps prioritize follow-up from one report
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Bidsketch in Notis once.
- 2Create an automation for campaign follow-up review.
- 3Tell Notis to retrieve Bidsketch clients and summarize which records need follow-up after the Mailchimp campaign event.
- 4Pick the Mailchimp Campaign Trigger and choose where reports should go.
- 5Test with one campaign event and review the report.
Questions about this workflow
What does the campaign trigger include?
It starts when a Mailchimp campaign is sent or experiences an event, with details available from that event.
Can Notis identify the best clients automatically?
Only when the campaign event and returned client data provide enough evidence. Otherwise, ask for a review list with the available details.
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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