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Notis

Understand a new organization with ClickHouse data

Move from a company name to a useful account profile in seconds.

Trigger

New Organization Received Trigger

Triggered when a new organization 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

New organizations enter CRM without enough context for focused outreach or prioritization.

  • Prioritize accounts with evidence
  • Spot similar customer patterns
  • Prepare sharper outreach

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and ClickHouse in Notis once.
  • 2Create an automation for organization analysis.
  • 3Tell Notis to query comparable organizations and summarize revenue, engagement, and conversion patterns.
  • 4Pick the Pipedrive New Organization Received trigger.
  • 5Choose a report channel and test with one real organization.

Questions about this workflow

What defines a comparable organization?

Specify industry, size, region, plan, or any fields available in the event and ClickHouse data.

Can it recommend a segment?

Yes. Ask for a segment recommendation grounded in the returned comparisons.

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.

TriggerScheduled

Execute ClickHouse Query

Execute a sql query in clickhouse and return the results. this is the primary action for querying data from clickhouse databases.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

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.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

List ClickHouse Databases

List all databases in the clickhouse instance. useful for discovering available databases before querying tables.

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

List ClickHouse Tables

List tables in clickhouse databases. returns information about tables including their engine, size, and row count.

ActionInstant

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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No card. Works with personal or business ClickHouse.