Connect Relate to Amplitude

Both apps 34Relate 22Amplitude 12

• Trigger
  Contact Created

  Triggers when a new contact is added in Relate.

• Trigger
  Entry Created

  Triggers when a new entry is added to a Relate list or process.

• Trigger
  Entry Updated

  Triggers when an entry in a Relate list or process is added or changed.

• Trigger
  New Recorded Meeting

  Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

• Trigger
  Note Created

  Triggers when a new note is added in Relate.

• Trigger
  Organization Created

  Triggers when a new organization is added in Relate.

• Action
  Create Contact

  Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

• Action
  Create Note

  Creates a note on an organization in Relate, optionally linked to a deal.

• Action
  Create Organization

  Creates an organization in Relate from a name and/or website domain.

• Action
  Delete Contact

  Deletes a Relate contact.

• Action
  Delete Note

  Deletes a note in Relate.

• Action
  Delete Organization

  Deletes a Relate organization.

• Action
  Find Contact

  Finds a contact in Relate by email address or phone number and returns the first match.

• Action
  Find Entry From Organization Process

  Finds an organization's entry in a Relate process by organization ID.

• Action
  Find Note

  Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

• Action
  Find Organization

  Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

• Action
  Get Contact

  Returns one Relate contact by its ID.

• Action
  Get Organization

  Returns one Relate organization by its ID.

• Action
  Get Recording

  Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

• Action
  Update Contact

  Updates a Relate contact's name or email addresses.

• Action
  Update Note

  Updates a note's text or linked deal in Relate.

• Action
  Update Organization

  Updates a Relate organization's name or domains.

• Action
  Batch upload events

  Sends a batch of events to Amplitude in one call. Use this when you have many events to record at once rather than one at a time.

• Action
  Export event data

  Exports every event Amplitude recorded in a time window, as a zip archive of event data.

• Action
  Get cohort

  Returns one behavioral cohort's details, including its name, size and when it was last recalculated.

• Action
  Get event segmentation

  Counts how often an event happened over a date range, optionally split by a property or filtered to a segment of users.

• Action
  Get funnel analysis

  Runs a funnel over a series of events and returns how many users reached each step and how many dropped off.

• Action
  Get retention analysis

  Shows how many users came back and did something again after a starting event, over a date range.

• Action
  Get user properties

  Looks a user up in Amplitude and returns what Amplitude knows about them, including their Amplitude ID.

• Action
  Group identify

  Sets properties on a group in Amplitude, such as a company or team, so you can analyse behaviour by group.

• Action
  Identify user

  Sets properties on a user in Amplitude without recording an event, so later events are attributed with the new details.

• Action
  List cohorts

  Lists every behavioral cohort in the Amplitude project, with each cohort's name, size and owner.

• Action
  Send event

  Records a single event in Amplitude for a user, with optional event and user properties.

• Action
  Upload cohort

  Creates a cohort in Amplitude from a list of users you supply.

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