Track active users for an Agile CRM segment
Keep a recurring count of active or new users visible alongside your CRM segment review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Active or New Users
Get daily, weekly, or monthly counts of active or new users over a date range.
Why this helps
It takes extra effort to understand whether a CRM customer group is active or newly arriving in the product.
- See active or new user counts for a defined period.
- Add an optional property breakdown to the report.
- Reduce manual count checks.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Amplitude once in Notis.
- 2Create an automation and describe the segment, user count type, date range, and any grouping.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real segment and a known date range.
Questions about this workflow
Can the count be grouped by a user property?
The action supports optional segmentation by user properties when those properties are available.
Will this explain why counts changed?
It reports counts. Explaining a change may require additional event or cohort analysis.
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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