Turn ClickHouse contact findings into Salesforce campaign engagement
Connect a verified contact signal to the campaign that supports your next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Relevant contacts can remain outside a campaign when analytics signals are not carried through to CRM work.
- Act on qualifying contact signals quickly.
- Add existing CRM contacts to campaign tracking.
- Keep eligibility explicit and evidence-based.
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 your stated criteria, find the existing Salesforce contact and add it to the specified existing campaign; report uncertain matches.
- 4Choose a webhook trigger, then select where run reports should go.
- 5Test with one real contact and confirm campaign membership in Salesforce.
Questions about this workflow
Does it make a new contact?
No. The action adds an existing Salesforce contact to a campaign.
What should identify the contact and campaign?
Supply the Salesforce contact ID or a reliable matching rule, and specify the existing Salesforce campaign.
What if the contact already belongs to the campaign?
Ask Notis to check for existing membership and report it without creating unnecessary duplicate engagement.
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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