See account activity after a task
Keep the next step grounded in the account activity available in ClickHouse.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
Task completion can close a loop in Salesforce while useful account activity remains scattered in analytics.
- Bring related activity into task follow-up.
- Reduce context switching after calls or actions.
- Make absent activity data clear.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and ClickHouse once in the Notis portal.
- 2Create an automation and describe which account activity to query after a task event.
- 3Pick Task Created or Completed and choose where run reports go.
- 4Test with one real task event and check the returned activity.
Questions about this workflow
Does this run only for completed tasks?
The event supports task creation or a status change to Completed, with optional Status or Subject filtering configured through the trigger.
Can it determine the next best action?
It can summarize signals in ClickHouse. Define the decision criteria in your instruction and ensure the required data exists.
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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