Route qualified analytics leads through Salesforce rules
Let a clear ClickHouse signal move an existing lead into your Salesforce routing process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A qualifying lead can wait for manual ownership updates even when Salesforce already has assignment rules.
- Use existing Salesforce routing rules for a timely next step.
- Avoid manually deciding ownership when rules already exist.
- Connect a data signal to the lead record that needs attention.
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: identify an existing Salesforce lead from the supplied ClickHouse result, confirm it meets the stated qualification rule, and apply Salesforce lead assignment rules to that lead.
- 4Choose a webhook trigger, then select where run reports should go.
- 5Test with one real qualifying lead and verify the resulting Salesforce ownership.
Questions about this workflow
Does this create a lead?
No. It applies assignment rules to an existing lead. The lead must already exist in Salesforce.
Do assignment rules need to be configured?
Yes. Salesforce assignment rules must be available and configured for the routing outcome you expect.
What if the ClickHouse result does not clearly identify a lead?
The workflow should report the result for review and avoid applying rules to an uncertain record.
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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