Connect customer notes to measurable trends
Turn scattered account notes into evidence your team can act on.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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
Important customer feedback stays trapped in notes without a measurable company wide view.
- Connect qualitative feedback to metrics
- Spot repeated customer themes
- Support clearer product decisions
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ClickHouse in Notis once.
- 2Create an automation for note impact analysis.
- 3Tell Notis to query metrics related to the note topic, account, or product and summarize meaningful correlations.
- 4Pick the Pipedrive New Note Received trigger.
- 5Select a report channel and test with one real note.
Questions about this workflow
Can it analyze free text notes?
Yes. Notis can use the note content as context for a ClickHouse query when matching data exists.
What if no matching metric exists?
The report should state that the supporting ClickHouse data is missing.
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
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