Focus opportunity reviews with BigML forecast context
Bring available forecast evidence into your regular Salesforce opportunity review and see which records merit attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Opportunity reviews consume time when teams must reconcile pipeline records and model outputs one by one.
- Review pipeline with relevant forecast context.
- Surface opportunities matching explicit attention criteria.
- Keep recommendations tied to available evidence.
Setup
Build it in a few focused steps.
- 1Connect BigML and Salesforce once in the Notis portal.
- 2Create an automation for opportunity forecast triage.
- 3In one instruction, ask Notis to compare available Salesforce opportunities with BigML forecast results and report records meeting your review criteria, including the evidence.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and verify the opportunities and evidence reported.
Questions about this workflow
Will this change opportunity stages?
No. It reports opportunities for review. State separately if you want a different action and select only an available Salesforce event for it.
Does it need forecast history?
Only if your criteria depend on historical changes. Provide the baseline when BigML and Salesforce do not expose it.
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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