Turn client feedback into a monthly review
Get a concise view of what clients have said recently, with the AgencyZoom context your team supplies for interpretation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Survey Responses
Lists survey responses in your account.
Why this helps
Survey responses pile up across the month, making it hard to spot recurring issues before the next planning meeting.
- Review recent survey responses on a predictable cadence.
- Spot recurring themes for your agency.
- Bring AgencyZoom context into the summary when supplied.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Delighted once in the Notis portal.
- 2Create an automation from any channel in plain language, or use Automations, New Automation in the portal.
- 3Ask Notis to retrieve recent Delighted survey responses and summarize themes with any AgencyZoom context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real reporting period.
Questions about this workflow
Can Notis compare responses with AgencyZoom policy history?
Only if that history is available to the automation through your connected access or supplied context. Do not assume the response list includes AgencyZoom policy details.
Can it calculate NPS trends?
Notis can analyze the returned responses. Specify the date range and comparison baseline; provide a baseline if it is not available in the returned data.
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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