Check in on opportunities that have gone quiet
A scheduled check-in can surface useful feedback from contacts on deals that have been open for a while.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create or Update Person
Creates or updates a person and schedules a survey email.
Why this helps
Long-running opportunities can sit in a pipeline without a clear signal about what the contact needs next.
- Create a regular review point for long-running opportunities.
- Invite selected contacts to share feedback.
- Reduce manual pipeline review and survey setup.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Delighted once in Notis.
- 2Create an automation and describe how to identify suitable long-running opportunities and contacts.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real opportunity and confirm the selected contact and survey request.
Questions about this workflow
Can Notis determine how long an opportunity has been open?
Only if the needed dates and opportunity details are available to the scheduled process or supplied to Notis.
Does this run from an Affinity event?
No. It starts on a Notis schedule. Affinity does not expose trigger events in this package.
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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