Create Bidsketch clients from new Mailchimp subscribers
Keep new prospects moving by turning every Mailchimp subscription into a ready-to-use Bidsketch client.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
New subscribers can be easy to forget when they are not added to your proposal workflow right away.
- Removes duplicate data entry
- Keeps prospect intake consistent
- Makes new leads available for proposals sooner
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Bidsketch in Notis once.
- 2Create an automation and name the outcome you want.
- 3Tell Notis to create a Bidsketch client from each new Mailchimp subscriber, using the subscriber details available.
- 4Pick the Mailchimp Subscribe Trigger and choose where run reports should go.
- 5Test with one real subscriber and review the created client.
Questions about this workflow
Which Mailchimp event starts this workflow?
The Mailchimp Subscribe Trigger starts it when a subscriber joins your audience.
What if a subscriber is already a Bidsketch client?
Tell Notis to check existing Bidsketch clients first and only create a record when no matching client is found.
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.