Route qualified ClickHouse leads into a Salesforce campaign
Move a lead from a verified data signal into the campaign where your team can follow through.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Qualified leads can miss timely campaign engagement when analytics review and CRM campaign management are disconnected.
- Turn a defined analytics criterion into campaign engagement.
- Use existing Salesforce leads rather than making unverified new records.
- Keep campaign inclusion tied to a clear signal.
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: for each supplied result that meets the stated criteria, find the existing Salesforce lead and add it to the specified existing campaign; report ambiguous matches.
- 4Choose a webhook trigger, then select where run reports should go.
- 5Test with one real lead and confirm its campaign membership in Salesforce.
Questions about this workflow
Does this create a lead or a campaign?
No. It adds an existing lead to a campaign. Both the Salesforce lead and target campaign must exist.
What identifiers should the webhook provide?
Provide a Salesforce lead ID or enough reliable detail to find the correct lead, and identify the target campaign.
What if a lead is already in the campaign?
Instruct Notis to check membership where possible and report existing membership rather than treating it as a new addition.
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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