Turn ClickHouse identity results into Salesforce contacts
Carry a verified person signal into your CRM with the context needed for a useful next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
A useful person-level insight can be stranded in query output while someone manually finds and enters the contact details.
- Capture distinct contact findings for follow-up.
- Keep available source evidence with the contact context.
- Avoid creating contacts from incomplete or ambiguous results.
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: review the supplied results and create a Salesforce contact only for a distinct person with a last name and, when associating an account, a valid existing Salesforce account identifier.
- 4Choose a webhook trigger, then select where run reports should go.
- 5Test with one real, sufficiently complete result and verify the contact.
Questions about this workflow
What contact information should be present?
Salesforce requires a last name. Include other details your team needs, and provide a valid account identifier if the contact should be associated with an account.
Will it create contacts for uncertain identities?
Your instruction should require a clear identity match and ask Notis to report ambiguous results for review instead.
What if the account is not already in Salesforce?
The workflow should not assume it can associate a missing account. Resolve the account first or provide a separate, explicit account creation process.
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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