See Which Sales Follow-Ups Need Attention
Send a sales follow-up snapshot to Notis and get a ClickHouse-backed view of what happened and what may need a next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Execute ClickHouse Query
Runs a database query and returns the results.
Why this helps
Follow-up activity can be hard to review across records, especially when you need a quick picture of who may be waiting.
- Get a concise summary of matching follow-up records.
- Spot prospects with no recent activity when the necessary data is present.
- Keep the review in a report channel instead of switching between systems.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and ClickHouse once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to query the available ClickHouse sales and follow-up data for the records in the incoming request, then summarize noteworthy outcomes.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real follow-up example and confirm the query uses available tables and fields.
Questions about this workflow
Does this create a ClickHouse table?
No. It queries data already available in ClickHouse and reports the results. Any missing source data or schema needs to be supplied separately.
What starts the workflow?
An HTTP request to the Notis webhook starts it. AgencyZoom does not provide a trigger event in this setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to ClickHouse. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
ClickHouse actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute ClickHouse Query
Runs a database query and returns the results.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Database Schema
Retrieves an overview of a database's schema and tables.
Get Table Schema
Gets the schema and column details for a table.
Get ClickHouse Play Interface
Returns the ClickHouse Play interface for writing queries and viewing results.
List ClickHouse Databases
Lists the databases in an instance.
List ClickHouse Tables
Lists tables in databases with basic details.
Connect any two apps with Notis in the middle.
Agencyzoom and ClickHouse, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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