Review funnel conversion for an Agile CRM segment
See where users drop off in a defined product journey, then review the findings with the relevant CRM segment context.
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
A CRM status can show where a customer stands without revealing where they dropped out of a product journey.
- Surface conversion and drop-off across a defined journey.
- Bring CRM segment context into a product funnel review.
- Reduce repeated manual analysis.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Amplitude once in Notis.
- 2Create an automation and describe the CRM segment, ordered events, and analysis window.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real segment and a known event sequence.
Questions about this workflow
Does this create or edit a funnel chart?
The selected action retrieves funnel analysis data for a sequence of events.
What if the segment or events are unavailable?
Notis should report which input is missing rather than claim a segment-specific result.
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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