Turn predicted account expansion into pipeline
Give promising expansion signals a clear route into your pipeline, with Notis creating deals from the forecasts you choose 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
Expansion opportunities are easy to overlook when model results are separate from account and pipeline reviews.
- Review expansion predictions on a consistent cadence
- Create deals for opportunities that meet your stated rules
- Carry the supplied account and prediction context into CRM
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 expansion results to review and the rules for creating a deal.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real account prediction and inspect the deal and association.
Questions about this workflow
Does this workflow find account expansion predictions itself?
It reviews results available through your connected BigML access. Identify the relevant model or result source in your instruction.
Can it associate a deal with an existing company?
Yes, when a valid company identifier is available in the result and supplied to the HubSpot action.
Can I set a minimum predicted value?
Yes. State the minimum in your instruction if that value is available in the BigML result.
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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