Hear from clients after onboarding
Catch onboarding confusion early with a survey that goes out when a client is ready to share how the experience felt.
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
Onboarding feedback often arrives too late, after a small setup problem has become a reason to leave.
- Get timely feedback on the onboarding experience.
- Give your team a chance to resolve early friction.
- Keep the client context attached to the survey request.
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.
- 3In one instruction, ask Notis to schedule a Delighted survey when AgencyZoom reports that client onboarding is complete.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real completed onboarding example.
Questions about this workflow
How does this start?
A webhook starts the automation when an HTTP request is sent to Notis with a completed onboarding event and the client details needed for the survey.
Does it send a survey immediately?
The automation schedules a survey email in Delighted. The timing and any custom survey properties should be specified in your instruction.
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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