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Notis

Respect customer requests to stop email surveys

Turn an explicit opt-out request into an immediate update to the Delighted unsubscribe list.

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

Opt-out requests can be overlooked when they arrive during busy invoice or document workflows.

  • Add the person to Delighted's email unsubscribe list.
  • Use the email address and request status supplied to Notis.
  • Make explicit opt-out follow-through part of the document workflow.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Delighted once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
  • 3Describe how to verify an explicit opt-out request and unsubscribe the supplied person.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real opt-out request and check the Delighted result.

Questions about this workflow

Does unsubscribing also delete the person's data?

No. This action prevents future email surveys. Deleting a person is a separate action and removes associated data.

Can a parsed document alone trigger an unsubscribe?

Only when the request sent to the webhook identifies an explicit opt-out and includes the person's email address.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Affinda 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.

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

When this happens · Trigger

Do this · Action

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