Review project context when a deal changes stage
A deal stage shift can change what your team needs to know. Retrieve the BigML project details that support the next review.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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 context can be hard to find when a deal milestone creates an urgent need to evaluate the next step.
- Bring project metadata into the deal stage review.
- Make it easier to inspect the analysis workspace at a milestone.
- Reduce manual searching when pipeline movement needs attention.
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 details for the specified BigML project when a HubSpot deal stage changes.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real stage update and review the returned project metadata.
Questions about this workflow
Does this create a new project?
No. It retrieves metadata for an existing BigML project.
Can it find the project from the deal automatically?
Only if the needed identifying context is available. Supply a project id or other identifying information in your instruction.
What information can I expect?
The action retrieves project details. The returned metadata depends on what BigML provides for that project.
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.
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Webhook trigger
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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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