Review analytics pipeline signals alongside Salesforce opportunities
Put the data behind a pipeline signal next to the CRM opportunity it may affect.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Pipeline analysis and CRM opportunity records can drift apart, leaving founders to reconcile them by hand.
- See relevant CRM opportunities alongside analytics signals.
- Surface unmatched or inconsistent details for review.
- Make recurring pipeline 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 the stated pipeline signals, list corresponding Salesforce opportunities using the supplied identifiers, and summarize matches and discrepancies without changing records.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real signal and inspect the comparison against Salesforce.
Questions about this workflow
Does the automation create or update opportunities?
No. This workflow lists Salesforce opportunities and summarizes comparisons for review.
How does it know which records correspond?
Provide opportunity identifiers in ClickHouse or define a reliable matching rule in the prompt.
Can it check opportunity stages?
It can compare stage information when that information is available in the ClickHouse result and the Salesforce opportunity 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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