Schedule client feedback by text
For clients who can be reached by text, automate enrollment in your configured Delighted SMS survey program.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Person to Autopilot SMS
Adds a person to automated SMS surveys or updates their profile details.
Why this helps
Manual survey enrollment is easy to forget, especially when contact details and milestones live in different tools.
- Enroll eligible clients in scheduled SMS surveys.
- Keep survey properties current at enrollment.
- Avoid repeat manual entry for routine milestones.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Delighted once in the Notis portal.
- 2Create an automation by telling Notis the result you want, or use Automations, New Automation in the portal.
- 3Ask Notis to add an eligible client to Delighted SMS Autopilot when AgencyZoom reports the chosen milestone.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real eligible client who can receive SMS surveys.
Questions about this workflow
What information is needed?
The action needs the person's identifying details and a valid phone number. Include any properties you want updated in the webhook request.
Does this configure the SMS schedule?
No. It enrolls or updates the person. Delighted's SMS Autopilot configuration controls distribution settings.
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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