Ask customers about completed template workflows
A finished template workflow gives you a practical point to learn whether the process worked for the customer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Person
Creates or updates a person and schedules a survey email.
Why this helps
Feedback about a repeatable workflow is hard to compare when nobody asks at a consistent milestone.
- Trigger a survey from a completed template workflow.
- Include supplied properties for feedback segmentation.
- Use a repeatable workflow milestone for customer feedback.
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 completion of the chosen template workflow should create or update the contact and schedule a Delighted survey email.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real template completion webhook and review the run report.
Questions about this workflow
Can I distinguish different template workflows?
The webhook can include a workflow name or other property, which Notis can pass along when creating or updating the person.
Will this send the survey email at once?
The action schedules a survey email. The timing and delivery are handled by Delighted.
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.
Add Person to Autopilot Email
Adds a person to automated email surveys or updates their profile details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Autopilot SMS
Adds a person to automated SMS surveys or updates their profile details.
Create or Update Person
Creates or updates a person and schedules a survey email.
Delete Pending Survey Requests
Cancels all pending survey requests for a person.
Delete Person
Permanently deletes a person and all associated data.
Get Autopilot Email Configuration
Retrieves the current email Autopilot configuration.
Get Autopilot SMS Configuration
Retrieves the current SMS Autopilot configuration.
List Autopilot SMS Memberships
Lists people enrolled in SMS Autopilot.
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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