Review customer health with the data already in ClickHouse
Get a regular view of account signals to support thoughtful customer follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Execute ClickHouse Query
Runs a database query and returns the results.
Why this helps
Account health reviews are difficult to keep consistent when indicators sit across separate data sources.
- Bring defined account indicators into a recurring review.
- Make review preparation more consistent.
- Summarize results for faster follow-up planning.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ClickHouse once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Name the available health indicators and accounts or period to query in one instruction.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and check that the indicators are available.
Questions about this workflow
Does ClickHouse provide a standard customer health score?
Not necessarily. Specify the indicators or score logic that your warehouse supports.
Can Notis identify missing indicators?
Notis can report what the query returns. Any missing fields or baselines need to be supplied or added to the data source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to ClickHouse. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and ClickHouse, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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