Spot deals that may need a pipeline follow-up
Get a focused list of deals with no recent stage movement, based on the history you have stored.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Execute ClickHouse Query
Execute a sql query in clickhouse and return the results. this is the primary action for querying data from clickhouse databases.
Why this helps
Deals can sit quietly in the pipeline when nobody has time to compare stage histories and spot stale activity.
- Surface deals whose latest recorded stage update is older than your chosen threshold.
- Focus follow-up on deals that may need attention.
- Use stored stage history to make a repeatable review.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and ClickHouse once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis to query your ClickHouse deal stage history and list deals whose latest update is older than your threshold.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real query result and check that the listed deals match your intended threshold.
Questions about this workflow
How does it know a deal is stale?
The instruction needs a time threshold and the ClickHouse table needs deal identifiers and stage update timestamps.
Will it change deal stages in HubSpot?
No. This workflow queries ClickHouse and reports results; it does not update HubSpot deals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to ClickHouse. A trigger fires from one place; an action lands in another.
Hubspot triggers
ClickHouse actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute ClickHouse Query
Execute a sql query in clickhouse and return the results. this is the primary action for querying data from clickhouse databases.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Database Schema
Get comprehensive schema overview of an entire database including all tables and optionally their column definitions. essential for ai agents to understand the complete database structure in a single call.
Contact Created Trigger
Contact Created Trigger
Get Table Schema
Get detailed schema information for a specific table including column definitions, types, keys, and optionally sample data. this is essential for ai agents to understand table structure before constructing queries.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
List ClickHouse Databases
List all databases in the clickhouse instance. useful for discovering available databases before querying tables.
List ClickHouse Tables
List tables in clickhouse databases. returns information about tables including their engine, size, and row count.
Connect any two apps with Notis in the middle.
Hubspot and ClickHouse, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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