Keep customer contact details in sync with invoice records
Surface contact details that may need review before they affect customer survey follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List People
Lists people in your account.
Why this helps
Contact details can become inconsistent across feedback and invoice workflows, leading to missed or misdirected follow-ups.
- Review Delighted contacts on a recurring schedule.
- Flag discrepancies for a person to inspect rather than silently changing records.
- Focus the audit on invoice records available to the automation.
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 contact details to compare and how discrepancies should be reported.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real audit period and review the flagged records.
Questions about this workflow
Does this update contact details automatically?
No. It uses the Delighted list action to review contacts and report discrepancies. Use the report to decide what should change.
Can Notis compare every invoice ever processed?
Only records available to the automation can be compared. Specify the scope or provide the relevant invoice data.
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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