Keep BigML source metadata aligned with CRM updates
When a CRM change affects a data source, send the context to Notis and update that source's metadata in BigML.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Source
Updates a data source's name, description, tags, or parsing settings.
Why this helps
Source names and descriptions can drift from the sales context people use to understand the data.
- Update source metadata after a relevant CRM event.
- Keep source descriptions understandable to the team.
- Use webhook-provided context to reduce manual edits.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and BigML once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which BigML source to update and which name, description, or tags to change based on details supplied in the webhook.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example and confirm the intended source metadata changed.
Questions about this workflow
Can this update the contents of a BigML source?
No. The listed action updates source metadata or parsing configuration, not the underlying data itself.
Where does the source identifier come from?
Provide it in the webhook details or otherwise make it available to Notis. Do not rely on Notis guessing which source to change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Bigml. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Bigml actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create External Connector
Creates an external connector for a data source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a project to group related resources.
Delete Project
Permanently deletes a project.
Get External Connector
Retrieves details of an external connector.
Get Configuration
Retrieves a configuration’s stored parameters and details.
Get Project
Retrieves project details.
List Correlations
Lists existing correlation resources.
Get Source
Retrieves details about a source’s raw data and parsing configuration.
Connect any two apps with Notis in the middle.
Agile CRM and Bigml, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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