Close the loop on invoice exceptions
Turn a resolved billing issue into a focused opportunity to hear from 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
After resolving an invoice issue, teams often move on before checking whether the customer is satisfied.
- Trigger follow-up only when the request says the exception is resolved.
- Include resolution context in the contact properties when supplied.
- Create a consistent feedback step after billing support.
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 resolved exceptions should prompt a survey and unresolved ones should be skipped.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real resolved exception record.
Questions about this workflow
Can the automation tell whether an exception is resolved from the invoice alone?
Only if resolution status is included in the webhook request or another available context.
Which Delighted action is used?
Create or Update Person schedules a survey email and can include custom properties for segmentation.
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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