Bring relevant Salesforce dashboards into your ClickHouse review
Start a metrics review with the dashboards that help explain what your ClickHouse results show.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List dashboards
Lists all dashboards available in salesforce with basic metadata including name, id, and urls.
Why this helps
Useful analytics reviews stall when people must separately search for the Salesforce dashboards that add context.
- Find available Salesforce dashboards during an analytics review.
- Connect metrics to a practical visual follow-up.
- Reduce time spent searching for dashboard links.
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 the stated metric signals, list Salesforce dashboards, and identify dashboards that may help review those signals based on their available names and metadata.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real metric result and verify the dashboard suggestions.
Questions about this workflow
Does this create or modify dashboards?
No. It lists existing dashboards and helps identify relevant ones from available metadata.
Can it explain dashboard charts?
Only when the dashboard metadata provides enough detail. The workflow should state when the available information is insufficient.
What makes a dashboard suggestion useful?
Describe which ClickHouse metrics matter and what dashboard names or metadata should indicate a relevant view.
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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