Connect BigML demand to Salesforce opportunity products
When model analysis supports a product fit, attach the specified product to the identified opportunity with its Salesforce pricebook context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Product demand evidence often fails to reach the opportunity record where sales teams need it.
- Put supplied product fit context into pipeline records.
- Reduce manual opportunity line item entry.
- Use explicit opportunity and pricebook references.
Setup
Build it in a few focused steps.
- 1Connect BigML and Salesforce once in the Notis portal.
- 2Create an automation for demand-backed opportunity products.
- 3In one instruction, ask Notis to add the specified existing product to the identified opportunity only when its pricebook entry is associated with that opportunity and the supplied demand criteria are met.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real opportunity and valid pricebook product.
Questions about this workflow
Can it create a missing product or pricebook entry?
No. The product must exist in a pricebook entry associated with the opportunity's pricebook.
What if BigML provides only a general demand score?
A score alone may not identify a product or opportunity. Supply the needed identifiers and criteria in the request or connected data.
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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