Update cohort membership for new organizations
Keep account segments current as organizations enter or leave your active focus.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Update Amplitude Cohort Membership
Incrementally update cohort membership by adding or removing ids. this action allows you to: - add new ids to an existing cohort - remove ids from an existing cohort - perform multiple operations in a single request
Why this helps
Cohort membership gets stale when CRM account changes are handled manually.
- Keeps strategic cohorts current
- Reduces manual membership edits
- Supports timely account analysis
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Amplitude in Notis once.
- 2Create an automation named Organization Cohort Membership.
- 3Describe which identifiers to add or remove from the Amplitude cohort when a new organization arrives.
- 4Choose New Organization Received and a report channel.
- 5Test with one organization and verify membership.
Questions about this workflow
Can this remove members too?
Yes. The action supports adding and removing identifiers.
What if the organization identifier is missing?
Notis reports the missing identifier instead of guessing.
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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