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Notis

Bring customer feedback into your compliance review

See survey responses with the compliance context you care about, in one scheduled review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Survey Responses

Tool to retrieve all survey responses for your account with pagination support and optional filtering. Use when you need to access survey feedback data, filter by date range, trend, person, or sort by creation/update time. Supports expanding person details and notes.

Why this helps

Feedback and compliance work can live in separate places, making it harder to notice relevant themes.

  • Review survey feedback alongside relevant compliance work.
  • Get a recurring summary without manually collecting responses first.
  • Make response trends easier to spot across review periods.

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 retrieve Delighted survey responses and summarize them alongside the relevant 21risk compliance context, noting when needed context is missing.
  • 4Pick a Notis recurring schedule and choose where run reports should go.
  • 5Test with a real response and compliance review context.

Questions about this workflow

Can the summary identify trends over time?

Notis can summarize the responses returned for the review. To compare against a baseline or history not provided by the apps, supply that information.

Will this change a 21risk audit or checklist?

No. This workflow retrieves responses and prepares a review summary; it does not change 21risk records.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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