Understand insurance sales conversion
See how prospects move through your sales funnel and where the next improvement may be hiding.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Funnel Analysis Data
Retrieve funnel data showing conversion, drop-off, and timing across event steps.
Why this helps
Sales teams can miss conversion problems when activity is reviewed one prospect at a time.
- Summarize conversion across funnel steps.
- Highlight stages with notable drop-off.
- Give sales and product teams a shared view of the journey.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Amplitude once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to analyze the Amplitude funnel for the sales journey and report conversion and drop-off patterns.
- 4Choose a recurring schedule and select where run reports go.
- 5Test with one real example and refine the instruction if needed.
Questions about this workflow
Will Notis define the funnel steps for me?
The funnel analysis uses event steps available in Amplitude. Name the sales journey events or funnel definition in your instruction if they are not obvious from your project.
Does this change AgencyZoom records?
No. This workflow analyzes Amplitude funnel data and returns a report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Amplitude. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Amplitude actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Amplitude Cohort Status
Check whether a cohort export is in progress or ready to download.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk Assign Annotations to Category
Assign multiple annotations to a category in bulk.
Create Amplitude Event Category
Create a category to organize events.
Cancel User Deletion
Cancel a pending user deletion request while the job is still in staging.
Create Amplitude Event Type
Create a trackable event type.
Delete Amplitude Event Category
Permanently delete an event category.
Create Chart Annotation in Amplitude
Add an annotation to an analytics chart to mark an important date.
Delete Amplitude Event Type
Delete an event type; live events are marked as deleted.
Connect any two apps with Notis in the middle.
Agencyzoom and Amplitude, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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