Connect ClickHouse campaign results with Salesforce campaigns
See which CRM campaigns sit behind your latest analytics findings, with gaps called out for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List campaigns
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Campaign results in analytics do not always lead to a clear, timely check of the corresponding Salesforce campaigns.
- Bring matching Salesforce campaign details into analytics review.
- Surface campaign records that cannot be matched.
- Make recurring campaign checks easier to act on.
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: query ClickHouse for campaign analysis, list corresponding Salesforce campaigns using supplied identifiers, and summarize matches and gaps without changing campaign records.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real campaign result and confirm the Salesforce match.
Questions about this workflow
Will this change campaign records?
No. It retrieves Salesforce campaigns for comparison and reports the results.
What data helps match campaigns?
Salesforce campaign IDs are the clearest identifier. If unavailable, provide a consistent campaign name or another defined matching rule.
Can the review report performance change?
It can describe changes if ClickHouse supplies the relevant current and baseline values. Without those values, it should report only what the current query provides.
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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