See customer feedback next to invoice context
Get a concise scheduled review of survey responses and the invoice details available to interpret them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Survey Responses
Lists survey responses in your account.
Why this helps
Feedback and invoice processing context often live in separate places, making patterns harder to spot.
- Review Delighted responses on a recurring schedule.
- Summarize themes and identify feedback that may need follow-up.
- Use invoice context only when it is 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 the response summary you want and which available invoice context to consider.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real review period and check the summary.
Questions about this workflow
Does this automatically find a matching invoice for every response?
Only if matching invoice information is accessible to the automation. Supply any missing context or accept a summary without it.
What response data is available?
The Delighted response list action returns survey responses with pagination and optional filtering, person details, and notes.
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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