Check the data behind every new lead source
Give new leads a quick source quality check using the analytics already in ClickHouse.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
A new lead can arrive before anyone knows whether its source is complete or worth prioritizing.
- Surface source context while the lead is fresh.
- Reuse ClickHouse data without switching tools.
- Flag when the relevant source data is unavailable.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and ClickHouse once in the Notis portal.
- 2Create an automation and describe how to query source performance for each new lead.
- 3Pick New Lead Trigger, then choose where run reports should go.
- 4Test with one real lead and confirm the query returns useful context.
Questions about this workflow
What lead details can the query use?
Ask Notis to use details present in the trigger payload. Specify any additional lookup keys or source data the query needs.
Does this prove a lead is high quality?
No. It can compare the lead source with data available in ClickHouse, but the quality criteria must be supplied in your instruction or represented in the data.
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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