Keep Amplitude user properties current from Salesforce account updates
Reduce stale account context in Amplitude by updating selected user properties when Salesforce account details change.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
Account context can drift between Salesforce and Amplitude, leaving product analysis based on outdated attributes.
- Refresh selected user attributes after account changes.
- Avoid repeating manual property updates.
- Use Salesforce account activity as a prompt to review analytics context.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Amplitude once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account property updates.
- 3Tell Notis which available account values to update as Amplitude user properties and how the account should match an Amplitude user.
- 4Pick the Salesforce Account Created or Updated trigger and choose a report destination.
- 5Test with one real account and verify the intended Amplitude profile was updated.
Questions about this workflow
Does an account automatically identify an Amplitude user?
No. The automation needs an identifier that matches an Amplitude user or device ID. Confirm the available identifier and matching rule in your instruction.
Will every Salesforce account field be copied?
No. Specify selected values, and use only fields available in the event payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Amplitude. A trigger fires from one place; an action lands in another.
Salesforce 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
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Amplitude, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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