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Notis

Carry client survey opt-outs through to Delighted

A clear opt-out should travel with the client context, so future Delighted email surveys stop for that person.

Trigger

Webhook received

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

Action

Unsubscribe Person

Permanently unsubscribes a person from all future email surveys.

Why this helps

A preference recorded in one system may not reach the team managing survey delivery in another.

  • Act on a client's request to stop email surveys.
  • Keep future Delighted email survey delivery from continuing.
  • Reduce manual preference handling across systems.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Delighted once in the Notis portal.
  • 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
  • 3Ask Notis to unsubscribe a person in Delighted when AgencyZoom reports that person's request to stop email surveys.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real opt-out example.

Questions about this workflow

Can the person still receive SMS surveys?

This action unsubscribes the person from future email surveys. It does not describe SMS preferences, so handle those separately according to the client's request.

Can this be undone automatically later?

No. The listed action adds the person to the unsubscribe list. Do not use it for temporary pauses; use a pending-survey cancellation workflow for that situation.

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.

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

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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