Keep an Amplitude event category reference for CRM reviews
Make the way product events are organized easier to scan when preparing customer or pipeline analysis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Amplitude Event Categories
View event categories in your project.
Why this helps
Unfamiliar event category names add friction when translating product analytics into customer context.
- See available event categories in one report.
- Find the category relevant to a customer analysis more quickly.
- Keep analytics terminology easier to scan.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Amplitude once in Notis.
- 2Create an automation and describe how to summarize event categories for CRM reviews.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test and confirm the category list is useful.
Questions about this workflow
Can the workflow retrieve one category by name?
The action can retrieve all event categories or a specific category by name.
Does it change event organization?
No. The selected action reads event category information.
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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