Review Amplitude cohorts for CRM segmentation
Keep a clear inventory of analytics cohorts available when reviewing customer groups in Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Amplitude Cohorts
List the available cohorts in a project.
Why this helps
It can take time to find the right analytics cohort when preparing a CRM segment review.
- See discoverable cohort names and sizes.
- Find a relevant analytics group faster.
- Optionally include sync information when available.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Amplitude once in Notis.
- 2Create an automation and describe which cohort details are useful for CRM segmentation reviews.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test and confirm the cohort inventory includes the needed details.
Questions about this workflow
Does this create or change cohorts?
No. The selected action lists discoverable cohorts and can optionally include sync information.
Can it guarantee a cohort matches a CRM segment?
No. Matching requires shared definitions or identifiers; the inventory alone does not establish equivalence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Amplitude. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Amplitude, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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