Keep survey preferences visible to your team
Review opt-outs regularly so the people planning client outreach have a clear view of who should not receive more email surveys.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Unsubscribed People
Lists people who have unsubscribed from your account.
Why this helps
Unsubscribe information can be easy to miss when survey activity and client records are reviewed in separate places.
- Review email survey opt-outs on a recurring schedule.
- Help teams avoid inappropriate survey follow-up.
- Identify records needing a preference update.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Delighted once in the Notis portal.
- 2Create an automation by describing the review to Notis, or use Automations, New Automation in the portal.
- 3Ask Notis to retrieve Delighted unsubscribed people and summarize matching AgencyZoom client context when available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review period.
Questions about this workflow
Does the workflow unsubscribe people?
No. This workflow retrieves the existing Delighted unsubscribe list for review. It does not change subscription status.
Can it update AgencyZoom records automatically?
The specified Delighted action only lists unsubscribed people. The workflow can summarize matches for your team when the relevant AgencyZoom context is available.
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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