Check the BigML project behind new contact research
Have Notis retrieve project details as a new contact starts a research thread, so project context is easy to find.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get Project
Tool to retrieve details of a project by id. use when you need to inspect project metadata before analysis.
Why this helps
Project metadata can be buried in another app just when a new relationship needs timely research.
- Bring project metadata into the contact research workflow.
- Cut down on context switching to inspect a project.
- Review a project before analysis starts.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and BigML once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve metadata for the specified BigML project when a new HubSpot contact is created.
- 4Choose the HubSpot Contact Created trigger and select where run reports should go.
- 5Test with one real contact and check the returned project details.
Questions about this workflow
Does this make a new BigML project?
No. It retrieves details for a project that already exists.
How does Notis know which project to inspect?
Name or identify the project in your instruction, or provide enough context for Notis to determine its id.
Can the result help decide whether to proceed with analysis?
Yes. The workflow can surface metadata for review, but your instruction should specify any decision criteria that are not available from the project details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Bigml. A trigger fires from one place; an action lands in another.
Hubspot triggers
Bigml actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create External Connector
Tool to create a new external connector for data sources. use after configuring external databases or search indices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project. use when you need to group related bigml resources into a project.
Contact Created Trigger
Contact Created Trigger
Delete Project
Tool to delete an existing project. use when you need to permanently remove a project resource after confirming it is not in use by other resources.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get External Connector
Tool to retrieve details of an external connector. use after creating or listing external connectors to inspect its state.
Get Project
Tool to retrieve details of a project by id. use when you need to inspect project metadata before analysis.
List Correlations
Tool to list correlation resources. use when you need to browse or paginate existing correlations for the authenticated user.
Connect any two apps with Notis in the middle.
Hubspot and Bigml, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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