Review upcoming renewals with useful account context
Get a focused view of upcoming renewals and the data that may need attention.
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
Renewals can arrive without enough time to review account history and plan follow-up.
- Bring upcoming renewal records into a regular review.
- Summarize the signals your team defines.
- Create more time for thoughtful account follow-up.
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 renewal window and available account signals to query in one instruction.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and review the signal definitions.
Questions about this workflow
Does the workflow create a definitive risk score?
Only if you provide a scoring rule and the required data is available. Otherwise it summarizes selected signals.
What if renewal dates are not in ClickHouse?
The query cannot select upcoming renewals without renewal dates or another relevant 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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