Spot possible gaps between BigML demand and Salesforce pipeline
Review model-indicated demand alongside existing accounts, then focus on possible gaps for human review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Demand signals can go unaddressed when nobody compares model outputs with current pipeline coverage.
- Surface accounts that may need pipeline review.
- Use available account and forecast evidence together.
- Give sales planning a focused list to investigate.
Setup
Build it in a few focused steps.
- 1Connect BigML and Salesforce once in the Notis portal.
- 2Create an automation for account coverage review.
- 3In one instruction, ask Notis to compare available BigML demand results with Salesforce accounts and opportunities, then report possible gaps with the evidence and uncertainty.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and check that each reported account is traceable to the supplied data.
Questions about this workflow
Does it create missing opportunities?
No. It reports possible coverage gaps for review. You can create an opportunity in a separate automation after validating the account and required details.
Can it know what counts as a gap?
State your coverage criteria in the instruction. Any historical baseline not available in BigML or Salesforce must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigml to Salesforce. A trigger fires from one place; an action lands in another.
Bigml triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Bigml and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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