Spot opportunities that may need a follow-up
Bring a focused shortlist to your next pipeline check instead of scanning every record.
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
Potentially important opportunities can sit untouched when follow-up depends on manual pipeline reviews.
- Highlight records matching a defined inactivity rule.
- Reduce manual scanning before follow-up.
- Give the team a shortlist for review.
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.
- 3Specify the inactivity threshold, relevant status, and available ClickHouse data in one instruction.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and review the returned records.
Questions about this workflow
Can this determine what counts as stale?
You need to specify the inactivity threshold and applicable opportunity statuses.
What if the warehouse has no last activity field?
Provide another suitable field or history source if available. Notis cannot infer missing activity history.
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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