Sync Mailchimp profile updates to Bidsketch clients
When a prospect changes their details, keep your proposal records aligned automatically.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated 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
Outdated contact details create avoidable friction before you send a proposal or follow-up.
- Reduces stale contact information
- Keeps proposal preparation reliable
- Cuts manual profile maintenance
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Bidsketch in Notis once.
- 2Create an automation for keeping matching client details current.
- 3Tell Notis to find the matching Bidsketch client and update it with the changed Mailchimp profile details.
- 4Pick the Mailchimp Profile Update Trigger and choose a report channel.
- 5Test with one profile update and inspect the client record.
Questions about this workflow
What happens if no matching Bidsketch client exists?
Tell Notis to report the unmatched profile instead of creating a new client unless you want that fallback.
Can this update proposal content too?
This workflow updates the client record. Proposal content requires a separate proposal update workflow.
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
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.