Improve the policy renewal experience
Ask clients about the renewal while the details are still fresh, and make the next renewal smoother for your team and your customers.
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
Renewal issues can stay hidden until a client shops elsewhere or raises a complaint.
- Spot confusing or frustrating renewal steps.
- Give account managers timely client feedback.
- Use survey properties to distinguish renewal experiences.
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 schedule a Delighted survey when AgencyZoom reports a policy renewal, including the renewal context you want retained.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real renewal example.
Questions about this workflow
Can I limit this to a particular kind of renewal?
Describe the renewal conditions in your instruction and provide the relevant details in the webhook request. Notis does not require you to build filters in a field-mapping screen.
What if renewal data lacks a client email?
The survey request needs a usable person identifier, such as an email address. Have the webhook include it or provide another instruction for handling missing details.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Delighted.