Prepare a BigML data connector at a deal milestone
Let a meaningful deal stage shift prompt setup of the BigML connector needed for the next analysis step.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create External Connector
Tool to create a new external connector for data sources. use after configuring external databases or search indices.
Why this helps
A deal milestone can arrive before anyone has prepared the data connection needed to evaluate it.
- Prompt connector creation when a deal reaches a relevant milestone.
- Avoid delaying analysis while someone remembers the data setup.
- Keep the setup instruction and run report in one workflow.
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 create the specified BigML external connector when a deal stage changes, using data source details you provide.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal stage change and confirm the connector result.
Questions about this workflow
Are external database details included in a deal event?
Do not assume that they are. Provide the connection details needed for the connector in your instruction.
What does the BigML connector action do?
It creates an external connector for a data source that has already been configured.
Can I use different connector details by stage?
You can describe the intended handling in the instruction, provided the event and your instruction supply the needed context.
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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