Learn what prospects think of your quote process
Even when a prospect does not become a client, their feedback can show where the quote experience needs work.
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
Teams often record a quote outcome without learning what influenced the prospect's decision.
- Collect feedback from both converted and unconverted prospects.
- Find friction in quoting and follow-up.
- Keep outcome context with the survey request.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Delighted once in the Notis portal.
- 2Create an automation in plain language from any channel, or use Automations, New Automation in the portal.
- 3Ask Notis to schedule a Delighted survey when AgencyZoom reports a final quote outcome, and include the outcome context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real quote outcome.
Questions about this workflow
Can this cover both won and lost quotes?
Yes. Describe the outcomes to include and make sure the webhook request provides the quote result and prospect contact details.
What if a prospect has already opted out?
Respect the person's communication preferences. Do not request a survey for anyone who should not receive email surveys.
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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