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Notis

Track Agile CRM lifecycle changes in Amplitude

Keep sales and product signals in one analytics view. Notis can turn scheduled Agile CRM lifecycle updates into Amplitude events.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Send Events to Amplitude

Send events to track user activity.

Why this helps

CRM lifecycle activity can be hard to compare with product behavior when it stays outside analytics.

  • Compare customer lifecycle activity with product behavior.
  • Reduce manual copying between CRM and analytics.
  • Keep event details together for later analysis.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Amplitude once in Notis.
  • 2Create an automation and describe which lifecycle updates should become Amplitude events.
  • 3Pick a recurring schedule as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one real Agile CRM example and confirm the event in Amplitude.

Questions about this workflow

Which lifecycle changes can this track?

Describe the contact or deal changes you want Notis to process. The available Agile CRM data determines which details can be included.

What if Agile CRM does not provide an identifier?

Supply a stable identifier in the source data or have Notis report the missing value instead of sending an event with an unreliable identity.

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.

TriggerScheduled

Check Amplitude Cohort Status

Check whether a cohort export is in progress or ready to download.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Bulk Assign Annotations to Category

Assign multiple annotations to a category in bulk.

ActionInstant

Create Amplitude Event Category

Create a category to organize events.

ActionInstant

Cancel User Deletion

Cancel a pending user deletion request while the job is still in staging.

ActionInstant

Create Amplitude Event Type

Create a trackable event type.

ActionInstant

Delete Amplitude Event Category

Permanently delete an event category.

ActionInstant

Create Chart Annotation in Amplitude

Add an annotation to an analytics chart to mark an important date.

ActionInstant

Delete Amplitude Event Type

Delete an event type; live events are marked as deleted.

ActionInstant

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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