Put opportunity changes in pipeline context
Give each opportunity update an analytics check that is ready for your next decision.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Pipeline changes are hard to prioritize when CRM updates arrive without a view of related trends.
- Pair opportunity changes with available pipeline data.
- Get a compact summary for review.
- Identify when ClickHouse lacks matching records.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and ClickHouse once in the Notis portal.
- 2Create an automation and describe the pipeline context and query result you need.
- 3Pick New or Updated Opportunity and choose a report destination.
- 4Test with one real opportunity update and review the summary.
Questions about this workflow
Can it forecast whether an opportunity will close?
It can summarize data available in ClickHouse. A forecast needs suitable historical data and explicit assumptions supplied by you.
Can it compare opportunity values to a baseline?
Yes, if the needed baseline and time period exist in ClickHouse and you specify them in the instruction.
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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