Bring ClickHouse lead quality analysis into Salesforce review
Get the CRM records behind your analytics findings into a regular, focused review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Lead quality analysis and CRM records live in different places, making it harder to spot which leads need attention.
- Connect analytics findings to the corresponding Salesforce leads.
- Focus review time on records flagged by explicit criteria.
- Avoid searching Salesforce manually after each analysis.
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 leads meeting the stated quality criteria, then list the matching Salesforce leads using available identifiers and summarize discrepancies for review.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real analysis result and confirm the listed Salesforce leads match.
Questions about this workflow
Will this change lead records?
No. This workflow retrieves matching leads for review. It does not update or delete them.
What does the ClickHouse data need for matching?
Provide stable Salesforce lead identifiers where available, or enough agreed identifying information to find the corresponding records.
Can it produce a useful report if a lead is missing from Salesforce?
Yes. Instruct Notis to report unmatched analysis results separately so they can be reviewed without inventing Salesforce records.
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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