Get a recurring deal performance brief
Start planning with the numbers that changed since the last review.
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
Weekly pipeline reviews take too long when metrics must be assembled manually.
- Receive consistent performance summaries
- Spot trend changes earlier
- Prepare reviews with less effort
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ClickHouse in Notis once.
- 2Create an automation for recurring deal performance reporting.
- 3Tell Notis to query deal volume, conversion, cycle time, and revenue for the reporting period and summarize changes.
- 4Pick a recurring schedule trigger.
- 5Choose a report channel and test with one real run.
Questions about this workflow
Can I choose the reporting period?
Yes. Specify weekly, monthly, or another period in the automation prompt.
Can it compare periods?
Yes. Ask for a prior period comparison when the required history exists in ClickHouse.
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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