Ask customers how invoice processing went
Close the loop after an invoice is handled by inviting the customer to share feedback.
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
Following up after invoice work can slip when customer details are buried in processed documents.
- Schedule a survey as soon as invoice processing is complete.
- Use customer details and invoice context supplied with the webhook.
- Keep follow-up moving without switching apps.
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 that a processed invoice should prompt a Delighted survey for its customer.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real processed invoice and review the report.
Questions about this workflow
Does Affinda start this automation automatically?
Affinda has no listed trigger event. Send an HTTP request to the Notis webhook with the processed invoice details to start the automation.
What does Delighted do?
It creates or updates the person and schedules a survey email using the customer details available to the automation.
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.
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.
Affinda and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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