Get a focused opportunity cohort summary
Ask for a defined opportunity cohort and receive a concise analytics result.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Comparing groups of opportunities takes effort when the cohort definition is not close at hand.
- Request repeatable cohort analyses.
- Keep cohort criteria visible in the instruction.
- Surface missing baseline or fields before drawing conclusions.
Setup
Build it in a few focused steps.
- 1Connect ClickHouse once in the Notis portal.
- 2Create an automation and describe cohort criteria, period, and the desired summary.
- 3Pick a webhook trigger and select a run report destination.
- 4Test with one defined cohort and validate it against available data.
Questions about this workflow
Can I change cohort criteria with each request?
Yes, if the webhook request carries those criteria and the automation instruction explains how to apply them.
Can it compare conversion rates?
Only if ClickHouse contains the required cohort outcomes, denominators, and time period.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to ClickHouse. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List ClickHouse Databases
List all databases in the clickhouse instance. useful for discovering available databases before querying tables.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
List ClickHouse Tables
List tables in clickhouse databases. returns information about tables including their engine, size, and row count.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and ClickHouse, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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