Give each deal stage shift an analysis workspace
A deal stage change can call for a new look at the data. Create a BigML project to organize the analysis that follows.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Project
Tool to create a new project. use when you need to group related bigml resources into a project.
Why this helps
Important deal movement can trigger analysis work that gets lost among competing follow-ups.
- Create a clear home for analysis after a deal stage changes.
- Tie deal movement to a consistent research starting point.
- Reduce the chance that stage changes go without a follow-up review.
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 a BigML project when a deal stage changes, naming it from available deal context.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal stage update and review the resulting project.
Questions about this workflow
Does this run for every deal stage update?
The HubSpot Deal Stage Updated event starts the workflow. Describe any desired handling in your instruction and use information available in the event.
Does BigML receive a HubSpot deal record?
The selected action creates a BigML project. It does not create a deal record in BigML.
What if the deal name is unavailable?
Provide a naming convention or needed context in the instruction, since the event may not include every detail you want.
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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