Connect Agencyzoom to Delighted

When something happens in Agencyzoom, Notis takes the next step in Delighted. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Agencyzoom to Delighted

View example

Collect feedback after new-client onboarding

Send a Delighted survey after an AgencyZoom client completes onboarding, so early friction reaches your team while it is still easy to address.

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Survey clients after policy renewal

Request feedback after an AgencyZoom policy renewal to understand whether the process felt clear and easy for the client.

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Ask for feedback after service requests close

When an AgencyZoom service request is marked complete, send a Delighted survey to learn whether the client got the help they needed.

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Learn from completed quote experiences

After an AgencyZoom quote reaches a final outcome, invite the prospect to share feedback about the quoting experience.

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Collect feedback after claim support

Invite clients to rate their AgencyZoom claim support experience after a claim-related service interaction is completed.

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Enroll eligible clients in email survey Autopilot

Add eligible AgencyZoom clients to Delighted email Autopilot after a milestone, so surveys can run on your configured schedule.

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Enroll eligible clients in SMS survey Autopilot

Add eligible AgencyZoom clients to Delighted SMS Autopilot after a chosen milestone for scheduled text-based surveys.

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Review recent client survey responses monthly

On a recurring schedule, retrieve Delighted survey responses and summarize client feedback alongside AgencyZoom context supplied to Notis.

View example

Review Delighted bounced contacts for AgencyZoom

On a recurring schedule, list bounced Delighted contacts and prepare a concise review for your team to reconcile with AgencyZoom records.

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Delighted. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Delighted actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Person to Autopilot Email

Adds a person to automated email surveys or updates their profile details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Person to Autopilot SMS

Adds a person to automated SMS surveys or updates their profile details.

ActionInstant

Create or Update Person

Creates or updates a person and schedules a survey email.

ActionInstant

Delete Pending Survey Requests

Cancels all pending survey requests for a person.

ActionInstant

Delete Person

Permanently deletes a person and all associated data.

ActionInstant

Get Autopilot Email Configuration

Retrieves the current email Autopilot configuration.

ActionInstant

Get Autopilot SMS Configuration

Retrieves the current SMS Autopilot configuration.

ActionInstant

List Autopilot SMS Memberships

Lists people enrolled in SMS Autopilot.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.