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
Start free with email
Start free with email
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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
  • Better Proposals triggers, actions, and search

    Proposal Paid

    Triggers when a proposal is paid.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed.

    Trigger
    Scheduled
    Try It
    • Audience

    • Status

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Opened

    Triggers when a proposal is opened.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent.

    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 each time a subscriber opens an email

    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
mailchimp logo

About Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.
Learn more

Related categories

  • Email Newsletters

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