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Better Proposals + Mailchimp

Update Mailchimp subscribers when new proposals are signed in Better Proposals

Stay connected with your clients with this efficient workflow. When a proposal gets signed in Better Proposals, this workflow updates or adds the subscriber's information in your Mailchimp list. This automatic process keeps your email list up-to-date and allows you to engage promptly with your newly committed clients.

Stay connected with your clients with this efficient workflow. When a proposal gets signed in Better Proposals, this workflow updates or adds the subscriber's information in your Mailchimp list. This automatic process keeps your email list up-to-date and allows you to engage promptly with your newly committed clients.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Signed

    Triggers when a proposal is signed.

    TriggerScheduled
  2. automatically do this!
    MailchimpMailchimp
    Add/Update Subscriber

    Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Better Proposals triggers, actions, and search

    New Proposal

    Triggers when a new proposal is created.

    Trigger
    Scheduled
    Try It
    • Audience

    • Status

    Trigger
    Scheduled
    Try It
    • CompanyRequired

    • Short Description

    • Brand

    • Cover

    • Template

    • Currency

    • Add Tax to the Proposal?

    • Tax Name (e.g. VAT, IVA, GST)

    • Tax Percentage

    • Recipient First Name

    • Recipient Last Name

    • Recipient Email Address

    • Eligible to Sign

    Action
    Write
    • Audience

    • Trigger on every open from a subscriber?

    Trigger
    Scheduled
    Try It
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management
mailchimp logo

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