Refresh an Amplitude cohort from Agile CRM
Keep a customer segment useful in Amplitude by describing which Agile CRM contacts belong in it and when membership should change.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Amplitude Cohort Membership
Add or remove IDs to update cohort membership.
Why this helps
Manually maintaining the same customer segment in the CRM and analytics creates stale cohort membership.
- Keep an analytics cohort aligned with a CRM segment.
- Apply incremental additions and removals.
- Reduce manual list reconciliation.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Amplitude once in Notis.
- 2Create an automation and describe the CRM contact group and Amplitude cohort to update.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real contact list and verify the cohort changes.
Questions about this workflow
What does Notis need to update membership?
The CRM data must provide identifiers that can be used for Amplitude cohort membership, and you must identify the intended cohort.
Will this create a cohort?
The selected action updates membership in an existing Amplitude cohort.
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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