Hear from customers after onboarding
Ask new customers about their early experience while the onboarding process is still recent.
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
Founders can finish customer setup and invoicing without a reliable moment to ask how onboarding felt.
- Make onboarding feedback part of the first invoice handoff.
- Use a supplied onboarding indicator rather than assuming every invoice is from a new customer.
- Keep customer contact creation and survey scheduling together.
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 identify a newly onboarded customer and schedule a survey for that contact.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real first-invoice record.
Questions about this workflow
Can an invoice by itself identify a new customer?
Not reliably. Include a new-customer or onboarding status in the webhook request, or provide another rule Notis can use.
What does the workflow do in Delighted?
It creates or updates the contact and schedules a survey email.
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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