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Notis

Keep customer contact records aligned across Acculynx and Delighted

Review contacts on a schedule, identify missing or changed Delighted records, and update the ones that need attention.

Trigger

Recurring schedule

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

Action

List People

Lists people in your account.

Why this helps

Contact details drift when project records and customer survey records are maintained separately.

  • Retrieve the Delighted people list for comparison.
  • Identify contacts that appear missing or changed using available source data.
  • Keep contact maintenance in a focused scheduled review.

Setup

Build it in a few focused steps.

  • 1Connect Acculynx and Delighted once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Ask Notis to compare available Acculynx customer contacts with the Delighted people list and report discrepancies or update records when appropriate.
  • 4Choose the recurring schedule trigger.
  • 5Choose a report channel, then test with one real contact whose details are available in both apps.

Questions about this workflow

Does this automatically sync every Acculynx contact?

The workflow can only compare contacts accessible through the connected Acculynx integration and returned by Delighted. Define the contact scope in your instruction.

Can the workflow update Delighted records?

Yes, the listed create or update person action can update a person and schedule a survey email. Ask Notis to update records only when that outcome is intended.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Delighted. A trigger fires from one place; an action lands in another.

Acculynx 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

Adds a person to automated email surveys or updates their profile details.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Person to Autopilot SMS

Adds a person to automated SMS surveys or updates their profile details.

ActionInstant

Create or Update Person

Creates or updates a person and schedules a survey email.

ActionInstant

Delete Pending Survey Requests

Cancels all pending survey requests for a person.

ActionInstant

Delete Person

Permanently deletes a person and all associated data.

ActionInstant

Get Autopilot Email Configuration

Retrieves the current email Autopilot configuration.

ActionInstant

Get Autopilot SMS Configuration

Retrieves the current SMS Autopilot configuration.

ActionInstant

List Autopilot SMS Memberships

Lists people enrolled in SMS Autopilot.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Delighted, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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