Understand the client experience during claims
A thoughtful check-in after claim support helps you learn whether clients felt informed and supported through a stressful process.
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
Claim-related support is high stakes for client trust, but teams may not hear how the experience felt afterward.
- Learn whether clients felt informed during support.
- Identify service gaps that affect trust.
- Capture feedback without a separate reminder task.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Delighted once in the Notis portal.
- 2Create an automation by describing the outcome to Notis, or use Automations, New Automation in the portal.
- 3Ask Notis to schedule a Delighted survey after an AgencyZoom claim support interaction is reported complete.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real completed interaction.
Questions about this workflow
Does this track claim status?
No. The workflow uses a completion event supplied to the Notis webhook and schedules a survey in Delighted.
Can I ask a specific question about communication?
You can describe the feedback goal in your instruction. The available action schedules a survey email; survey design and available question settings depend on your Delighted setup.
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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