Find the data behind every customer note
Give qualitative feedback a clear path into your analytics stack.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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.
Why this helps
People know a note matters but cannot quickly find the data needed to test it.
- Speed up feedback investigations
- Make analysis easier to hand off
- Reduce repeated warehouse searches
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ClickHouse in Notis once.
- 2Create an automation for note data source mapping.
- 3Tell Notis to review the database overview and identify sources relevant to the note content and account.
- 4Pick the Pipedrive New Note Received trigger.
- 5Choose a report channel and test with one real note.
Questions about this workflow
Can the note text guide the search?
Yes. Include the note content and the business question in the automation prompt.
Is this a query execution workflow?
No. It creates a source map using the database overview.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to ClickHouse. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
List ClickHouse Databases
List all databases in the clickhouse instance. useful for discovering available databases before querying tables.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and ClickHouse, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business ClickHouse.