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Notis

Apply an email survey opt-out from a webhook

Record a customer's clear preference promptly when your workflow receives an opt-out request.

Trigger

Webhook received

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

Action

Unsubscribe Person

Permanently unsubscribes a person from all future email surveys.

Why this helps

A feedback preference can get lost when it arrives through a document workflow or a connected backend.

  • Apply an explicit email survey opt-out.
  • Use the person's email supplied with the request.
  • Keep preference handling tied to the incoming event.

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 an explicit survey opt-out webhook should unsubscribe the person identified by email from Delighted email surveys.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real opt-out request and review the run report.

Questions about this workflow

Does the action unsubscribe from SMS surveys too?

The listed action unsubscribes a person from future email surveys.

What should trigger the webhook?

Send the request only when your workflow has received an explicit opt-out preference, and include the person's email.

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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