Convert ClickHouse findings into Salesforce leads
Send a verified prospect signal from ClickHouse to Salesforce, with the reason it matters ready for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Promising signals buried in analytics are easy to miss when turning them into CRM work takes manual research and data entry.
- Capture qualified findings while the analysis is fresh.
- Include the query result and signal rationale in the lead details when available.
- Reduce manual copying between analytics and CRM.
Setup
Build it in a few focused steps.
- 1Connect ClickHouse and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: analyze the supplied ClickHouse results and create a Salesforce lead only when the result identifies a distinct, actionable prospect; include the supporting evidence.
- 4Choose a webhook trigger, then select where run reports should go.
- 5Test with one real ClickHouse result and verify the Salesforce lead.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the automation. ClickHouse does not provide a listed trigger event here.
Will it create a lead for every returned row?
No. The instruction should define what counts as an actionable prospect and ask Notis to avoid duplicate or incomplete leads.
What information should the webhook include?
Provide the ClickHouse results and any context needed to identify the prospect. Do not assume fields that are absent from the data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ClickHouse to Salesforce. A trigger fires from one place; an action lands in another.
ClickHouse triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
ClickHouse and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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