Update proposals when subscriber details change
Keep active proposal records aligned when a prospect shares updated information.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Action
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
A changed company, role, or contact detail can make an otherwise accurate proposal feel outdated.
- Reduces stale proposal details
- Keeps active work aligned with new context
- Creates a clear audit point for updates
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Bidsketch in Notis once.
- 2Create an automation for profile-driven proposal updates.
- 3Tell Notis to find the relevant Bidsketch proposal and update only the details supported by the Mailchimp profile change.
- 4Pick the Mailchimp Profile Update Trigger and choose a report destination.
- 5Test with one profile update and review the proposal before sending.
Questions about this workflow
Will Notis change every proposal for the contact?
Tell Notis which proposal to update, or ask it to report ambiguity before making changes.
What if the profile change is unrelated to the proposal?
Ask Notis to skip unsupported changes and report the reason.
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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