Keep ongoing client feedback on autopilot
Enroll the right clients once and let Delighted's configured email cadence handle future survey requests.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Person to Autopilot Email
Adds a person to automated email surveys or updates their profile details.
Why this helps
Teams lose time deciding who to survey and re-entering client details for recurring feedback.
- Enroll eligible clients for scheduled email surveys.
- Update properties used to segment feedback.
- Reduce repeated contact entry.
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 add a client to Delighted email Autopilot when AgencyZoom reports the milestone you choose, with relevant client properties.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real eligible client.
Questions about this workflow
Will this send a survey right away?
This action enrolls a person in email Autopilot or updates their properties. Delighted's Autopilot configuration controls its survey cadence.
Can I choose which clients qualify?
Describe eligibility in your instruction and include the information Notis needs in the webhook request.
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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