Turn scheduled ClickHouse analysis into Salesforce opportunities
Review the latest commercial signals on a steady cadence and move well-supported opportunities into Salesforce.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Commercial indicators can accumulate in analytics without a repeatable review or a clear path into the pipeline.
- Give pipeline signals a consistent review cadence.
- Require evidence and essential opportunity details before creating records.
- Reduce the effort of moving validated findings into Salesforce.
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 the relevant ClickHouse data and create a Salesforce opportunity only for distinct, qualified commercial signals with the required name, stage, and close date available.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real qualifying result and review the created Salesforce opportunity.
Questions about this workflow
What information is required to create an opportunity?
Salesforce needs the opportunity name, stage, and close date. Your ClickHouse data or instruction must provide suitable values for all three.
Does a schedule guarantee that ClickHouse contains fresh data?
No. The workflow can query available data on its schedule, but freshness depends on how your ClickHouse data is updated.
Can the workflow infer missing commercial details?
Do not rely on unsupported fields. Supply the missing stage, close date, or other business rules in the data or automation instruction.
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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