Review revenue LTV for an Agile CRM customer group
Bring available revenue lifetime value metrics into a recurring review of a defined CRM customer group.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Revenue LTV Metrics
Retrieve cohort revenue metrics, including average revenue per user and total revenue.
Why this helps
Customer records and product revenue metrics can live in separate views, making value trends harder to review.
- Review available revenue metrics alongside CRM context.
- See trends over a specified period.
- Flag unavailable group or revenue inputs.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Amplitude once in Notis.
- 2Create an automation and describe the customer group, date range, and revenue metrics to review.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real group and confirm the revenue data is available.
Questions about this workflow
Does this calculate revenue from Agile CRM deal values?
The selected action retrieves Amplitude revenue LTV metrics. Do not treat CRM deal values as Amplitude revenue unless the data is explicitly aligned.
What if there is no reliable group mapping?
Notis should report that a group-specific result cannot be established from the available identifiers or properties.
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.
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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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