Turn demand forecasts into sales opportunities
Give actionable demand forecasts a clear next step by creating HubSpot deals for the opportunities your team wants to pursue.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
Forecasts can inform planning but still fail to create a concrete sales follow-up in the pipeline.
- Review forecast results on a repeatable schedule
- Create deals when predicted demand meets your criteria
- Keep forecast and account details with the opportunity
Setup
Build it in a few focused steps.
- 1Connect BigML and HubSpot once in Notis.
- 2Create an automation in the portal or by describing it to Notis.
- 3In one instruction, identify the forecast results to review and specify which warrant a deal.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real forecast and confirm the deal information in HubSpot.
Questions about this workflow
Can it create deals for predicted demand in a particular region?
Yes, if the available result includes region information. State the region criteria in your instruction.
Does the workflow calculate a sales forecast?
No. It uses results already available through BigML and routes qualifying opportunities to HubSpot.
Can I prevent repeated deals from the same forecast?
Ask Notis to check for an existing deal by a stable forecast or opportunity identifier before creating one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigml to Hubspot. A trigger fires from one place; an action lands in another.
Bigml triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Bigml and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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