Turn BigML forecasts into Salesforce opportunities
Have Notis review scheduled BigML forecast results and open an opportunity when the evidence and required Salesforce details are available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Forecasts that look promising often sit in a model output until someone remembers to turn them into pipeline.
- Review forecast outputs on a consistent schedule.
- Create opportunities when the available evidence meets your criteria.
- Keep model reasoning with the resulting pipeline record when supplied.
Setup
Build it in a few focused steps.
- 1Connect BigML and Salesforce once in the Notis portal.
- 2Create an automation for forecast review and opportunity creation.
- 3In one instruction, state which forecast results qualify and ask Notis to create opportunities only when the required name, stage, close date, and any referenced record details are available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real forecast result and review the opportunity.
Questions about this workflow
Will the workflow invent missing opportunity details?
No. Provide the required information in the BigML result, Salesforce context, or instruction. Notis should report when required details are unavailable.
How often does it run?
You choose a recurring schedule when setting up the Notis automation.
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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