Prepare a monthly review of customer growth signals
Bring a clear view of account movement into your monthly planning session.
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
Growth opportunities are easy to overlook when customer activity has to be assembled manually from multiple reports.
- Review defined account growth indicators on a consistent cadence.
- Bring the results into monthly planning.
- Reduce manual preparation across data sources.
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 growth indicators, accounts, and reporting period in one instruction.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real monthly run.
Questions about this workflow
Does this workflow know what counts as customer growth?
Specify the measures, such as an available usage or revenue change, and the period to compare.
Can it identify an expansion opportunity?
It can surface records matching defined criteria. The criteria and any baseline need to be available or supplied.
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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