Pause scheduled surveys when client outreach changes
Keep pending survey requests in step with a changed client situation by clearing future sends when your team flags a pause.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Pending Survey Requests
Cancels all pending survey requests for a person.
Why this helps
A scheduled survey can become poorly timed after an unexpected client change or a request to pause outreach.
- Remove future survey requests for a specified person.
- Respond quickly when outreach needs to pause.
- Reduce the chance of sending a poorly timed survey.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Delighted once in the Notis portal.
- 2Create an automation in plain language, or use Automations, New Automation in the portal.
- 3Ask Notis to delete pending Delighted survey requests when AgencyZoom reports that outreach for a client should pause.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client who has a pending survey request.
Questions about this workflow
Does this delete the person's Delighted account?
No. This action deletes pending survey requests for a person. It does not delete the person or their response history.
What does the webhook need to include?
It needs enough identifying information for Notis to locate the person in Delighted, such as the email address used for survey requests.
When this happens · Trigger
Do this · Action
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.
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.
Agencyzoom and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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