Turn audit milestones into timely customer feedback
When a compliance milestone is reached, send the relevant customer a survey while the context is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Person
Tool to create or update a person and schedule a survey email. Use when you need to add a new person to Delighted, update existing person details, or schedule a survey with custom properties for segmentation.
Why this helps
Remembering to follow up after an audit milestone can add another task to an already full day.
- Send a survey close to the milestone that prompted it.
- Keep follow-up connected to the audit context.
- Reduce manual contact entry and survey scheduling.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3In one instruction, tell Notis to use the 21risk audit milestone and customer contact details in the request to create or update the Delighted person and schedule a survey email.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real audit milestone and contact.
Questions about this workflow
Does 21risk provide the trigger for this automation?
No native 21risk trigger is listed. Choose the Notis webhook trigger and have an HTTP request start the automation with the relevant milestone and contact context.
What if the request does not include a customer contact?
Notis needs the contact details to identify who should receive the survey. Include them in the request or supply the missing information in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Delighted. A trigger fires from one place; an action lands in another.
21risk triggers
Delighted actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Person to Autopilot Email
Tool to add a person to Autopilot or update their properties for email-based surveys. Use when you need to enroll a person in scheduled email surveys or update their custom properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Autopilot SMS
Tool to add a person to Autopilot or update their properties for SMS-based surveys. Use when you need to schedule automated survey delivery via SMS.
Create or Update Person
Tool to create or update a person and schedule a survey email. Use when you need to add a new person to Delighted, update existing person details, or schedule a survey with custom properties for segmentation.
Delete Pending Survey Requests
Tool to remove all pending (scheduled but not yet sent) survey requests for a person. Use when you need to cancel all future surveys for a specific email address.
Delete Person
Tool to remove a person and all associated data from Delighted. Use when you need to permanently delete a person's information. Deletion includes surveys, responses, properties, Autopilot membership, survey history, and unsubscribe/bounce status.
Get Autopilot Email Configuration
Tool to retrieve the current Autopilot configuration for email distribution. Returns configuration details including whether Autopilot is active, survey frequency, and timestamps.
Get Autopilot SMS Configuration
Tool to retrieve the current Autopilot configuration for SMS distribution. Use when you need to check whether Autopilot is enabled, review survey frequency settings, or examine configuration timestamps for SMS surveys.
List Autopilot SMS Memberships
Tool to retrieve all Autopilot memberships for SMS distribution platform. Use when you need to list people enrolled in Autopilot SMS or filter by specific person details.
Connect any two apps with Notis in the middle.
21risk and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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