Give invoice feedback useful context
Add the details your team needs to understand feedback by invoice type or processing outcome.
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
Survey responses are harder to interpret when customer feedback lacks the context your team already captured.
- Preserve selected context in Delighted custom properties.
- Schedule the survey in the same step as contact creation or update.
- Support analysis by invoice category or outcome when those details are supplied.
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 which supplied invoice details to retain as person properties and when to schedule a survey.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real invoice and check the resulting Delighted person.
Questions about this workflow
Does Affinda provide a standard set of invoice properties for Delighted?
No field mapping is assumed. Tell Notis which details from the request matter, and include them in the webhook payload.
Does this analyze survey results?
No. It sets up the contact and survey with context that can support later 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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