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Notis

Get a scheduled review of Delighted survey responses

Make customer feedback easier to review by having Notis gather responses on a predictable schedule.

Trigger

Recurring schedule

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

Action

List Survey Responses

Lists survey responses in your account.

Why this helps

Survey feedback can pile up until someone remembers to open the feedback tool and look for patterns.

  • Retrieve survey responses on a recurring schedule.
  • Ask Notis to summarize themes and notable feedback in the run report.
  • Keep a regular feedback review without remembering to open another tool.

Setup

Build it in a few focused steps.

  • 1Connect Delighted once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to retrieve responses for the period since the previous run and summarize recurring themes and notable comments; provide any comparison baseline you want analyzed.
  • 4Choose the recurring schedule and a report channel, then test with one real response review.

Questions about this workflow

Can Notis compare this period with an earlier baseline?

Only if the earlier data or baseline is available to the automation. The response listing supports filtering, but no baseline is specified here.

Does this workflow change Delighted records?

No. It retrieves survey responses for review and reports the analysis through the configured Notis report channel.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

ActiveTrail 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.

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

When this happens · Trigger

Do this · Action

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