Ask for customer feedback after closing
Make the first post-close feedback request part of the handoff, so it does not disappear in a busy pipeline.
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
New customers may never receive a feedback request when closing a deal creates a long list of follow-up work.
- Promptly invite a new customer to share feedback.
- Use contact information supplied by the Affinity workflow.
- Reduce manual post-close reminders.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Delighted once in Notis.
- 2Create an automation and describe the post-close survey outcome in one instruction.
- 3Choose a webhook trigger called by your Affinity closed-won workflow.
- 4Choose a report channel for Notis run updates.
- 5Test with one real closed-won deal and check the recipient and survey timing.
Questions about this workflow
Will Notis detect a closed-won change in Affinity by itself?
No native Affinity trigger is listed. An HTTP request from your Affinity workflow must start the Notis webhook.
Can I target only certain customers?
Describe the criteria in your instruction and provide the relevant deal or contact details in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Delighted. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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