Prepare your weekly pipeline review from ClickHouse
Walk into the review with the available pipeline numbers already summarized.
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
Weekly reviews take longer when someone has to find the right data, build a query, and explain the results each time.
- Reduce repetitive report preparation.
- Summarize query results for a review agenda.
- Keep attention on decisions rather than data gathering.
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.
- 3Describe the pipeline metrics and time window to query in one instruction.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and confirm the query matches your warehouse schema.
Questions about this workflow
Does ClickHouse automatically know my pipeline definition?
No. Specify the relevant tables, stages, metrics, and time window, or provide those details in your instruction.
Can this compare pipeline results with a prior period?
Yes, if the required history exists in ClickHouse and the comparison period is specified.
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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