Review retention for an Agile CRM customer group
Add a clear view of returning behavior to your scheduled review of a CRM customer group.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Retention Analysis
Retrieve analysis of how users return over time after a starting action.
Why this helps
A contact list alone does not show whether customers keep returning to the product after a key action.
- Understand return behavior after a defined starting action.
- Review retention with CRM customer context.
- Make recurring engagement checks easier to scan.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Amplitude once in Notis.
- 2Create an automation and describe the customer group, starting action, and retention window.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real group and a defined starting action.
Questions about this workflow
Can this calculate retention without a starting action?
No. The analysis needs a starting action and a suitable window; Notis should identify missing inputs.
Does this update Agile CRM contacts?
The selected action retrieves retention analysis from Amplitude.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Amplitude.