Connect ClickHouse research findings to Salesforce notes
Bring prior CRM context into a research review so decisions can build on what the team already knows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Important customer context in Salesforce notes is easy to overlook when analysis starts in ClickHouse.
- Surface existing CRM context relevant to analysis.
- Reduce repeated research across tools.
- Keep note matches available for a focused human review.
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 research topics, list Salesforce notes using available search criteria, and summarize likely relevant notes with their associated records when known.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real topic and confirm the returned notes are relevant.
Questions about this workflow
Does the workflow create or change notes?
No. It lists existing Salesforce notes for context.
How does it know which notes relate to a topic?
Give it the research topic and any account, lead, contact, or opportunity identifiers available from ClickHouse.
Can it guarantee every relevant note is found?
No. Results depend on available Salesforce note data and the search criteria used. Ask Notis to report the basis for its matches.
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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