Set account properties from new organizations
Give analytics the account attributes it needs for useful segmentation.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Update User Properties in Amplitude
Update user properties using amplitude's identify api. this action allows you to: - set or update the user id for a device id - update user properties without sending an event - perform operations on user properties (set, append, etc.) - update user attributes like device info and location
Why this helps
Organization size, industry, and region often remain isolated in CRM records.
- Improves account segmentation
- Keeps profiles current at creation
- Cuts copy and paste work
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Amplitude in Notis once.
- 2Create an automation named New Organization Enricher.
- 3Tell Notis which available organization context should become Amplitude user properties.
- 4Pick New Organization Received and set the report destination.
- 5Test with one real organization.
Questions about this workflow
Is this an event or profile update?
It updates Amplitude user properties without sending a tracking event.
Can I include only selected attributes?
Yes. State the attributes you want in the plain language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Amplitude. A trigger fires from one place; an action lands in another.
Pipedrive 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 the status of a cohort export request. this action allows you to: - poll the status of an in-progress cohort download request - determine if a cohort is ready for download
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Amplitude Event Category
Create a new event category in amplitude. this action allows you to: - create a new event category to organize event types - validate category name before creation key features: - creates event categories for organizing events - returns success/failure status
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Amplitude Event Type
Create a new event type in amplitude. this action allows you to: - define a new event type with various properties - associate the event with a category - add metadata like description, tags, and owner key features: - creates trackable events in your amplitude project - supports full event type configuration
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete Amplitude Event Category
Delete an event category from amplitude. this action allows you to: - delete an existing event category - remove category organization from events key features: - permanently removes event categories - returns success/failure status
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Delete Amplitude Event Type
Delete an event type from amplitude. this action allows you to: - remove an event type from your project - mark live events as deleted - remove planned events from the tracking plan key features: - different behavior based on event status (live, planned, etc.) - returns success/failure status
Request Amplitude Cohort
Get a single cohort by id and initiate download. this action allows you to: - request a specific cohort from amplitude - optionally include user properties in the response - start the asynchronous download process key features: - supports filtering by specific user properties - returns a request id used for polling status and downloading - supports eu data residency
Get Amplitude Event Categories
Get event categories from amplitude. this action allows you to: - get all event categories in your project - get a specific category by name
Get Amplitude Event Type
Get a specific event type from amplitude by name. this action allows you to: - retrieve detailed information about a single event type - get all properties and metadata for the event key features: - retrieves comprehensive event type details - returns metadata like category, description, and settings - supports lookup by exact event name
Connect any two apps with Notis in the middle.
Pipedrive and Amplitude, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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