Check in after client service is complete
Confirm that a closed ticket felt resolved from the client's side, not just complete in the system.
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
A service request can be marked done even when the client still has an unanswered question.
- Find out whether the client's issue was actually resolved.
- Surface repeat service problems.
- Reduce manual check-ins after routine requests.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Delighted once in the Notis portal.
- 2Create an automation by telling Notis what should happen, or use Automations, New Automation in the portal.
- 3Ask Notis to schedule a Delighted survey when an AgencyZoom service request is reported as closed.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real closed request.
Questions about this workflow
Can the survey include the service request topic?
Yes, if the webhook includes that context. Ask Notis to retain relevant details as Delighted custom properties when it schedules the survey.
Will this reopen the AgencyZoom request?
No. The available Delighted action schedules a survey. Any service follow-up based on the response is a separate workflow.
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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