Review model forecasts and create the right deals
Turn a periodic forecast review into a focused pipeline update, with Notis creating deals only when your stated rules are met.
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 lose their value when they are reviewed inconsistently or never make it into the pipeline.
- Set a repeatable review cadence for available forecasts
- Create deals only for predictions that meet your defined criteria
- Keep prediction context available for pipeline review
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, define which forecast results qualify and what deal details to include.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real forecast and confirm the created deal in HubSpot.
Questions about this workflow
Can Notis compare this forecast against past forecasts?
Only if the connected BigML data provides the relevant history. If you need a baseline that is not available, supply it in the instruction or data.
Can a schedule create deals every time it sees the same forecast?
Tell Notis to check for an existing deal using a stable identifier before creating one, then test that rule with a real forecast.
Does this update existing deals?
This workflow uses the listed batch deal creation action. It creates deals; it does not update existing ones.
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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