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Notis

Stop pending surveys after a document cancellation

Keep scheduled feedback requests aligned with a changed document workflow.

Trigger

Webhook received

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

Action

Delete Pending Survey Requests

Cancels all pending survey requests for a person.

Why this helps

A survey that remains scheduled after a cancellation can create confusing or poorly timed outreach.

  • Remove pending survey requests after a cancellation.
  • Use an explicit cancellation event as the decision point.
  • Avoid manually tracking scheduled surveys for affected people.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Delighted once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe that a cancellation webhook should delete pending Delighted survey requests for the person identified by email.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real cancellation webhook and review the run report.

Questions about this workflow

Does this delete survey responses already received?

No. The action removes pending survey requests that have not yet been sent.

What identifier is required?

The webhook needs to identify the person by email address so Delighted can remove their pending requests.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

ActiveMerge 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.

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

When this happens · Trigger

Do this · Action

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