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Notis

Keep customer advocates in your feedback loop

When a customer story appears, have Notis check the public source and enroll an appropriate contact in Delighted email Autopilot, with context included in the run report.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Add Person to Autopilot Email

Adds a person to automated email surveys or updates their profile details.

Why this helps

Customer advocates are easy to forget after a case study goes live, even though their perspective can help you keep improving.

  • Notice new customer stories through a webhook-started workflow.
  • Use public source details to assess whether a contact is appropriate for ongoing surveys.
  • Keep an audit of enrollment decisions in run reports.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and Delighted once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3In one instruction, tell Notis to inspect the customer story with AgentQL and add an eligible contact to Delighted email Autopilot with relevant properties.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real customer story and review the enrollment result.

Questions about this workflow

Does this action send an immediate survey?

The selected action enrolls or updates a person in email Autopilot for scheduled email surveys. It is not a one-time immediate survey invitation.

Should every person named in a story be enrolled?

No. Define which contacts are eligible in the instruction, and review the first run's decision and report.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Delighted. A trigger fires from one place; an action lands in another.

Agentql triggers

Delighted actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Person to Autopilot Email

Adds a person to automated email surveys or updates their profile details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Person to Autopilot SMS

Adds a person to automated SMS surveys or updates their profile details.

ActionInstant

Create or Update Person

Creates or updates a person and schedules a survey email.

ActionInstant

Delete Pending Survey Requests

Cancels all pending survey requests for a person.

ActionInstant

Delete Person

Permanently deletes a person and all associated data.

ActionInstant

Get Autopilot Email Configuration

Retrieves the current email Autopilot configuration.

ActionInstant

Get Autopilot SMS Configuration

Retrieves the current SMS Autopilot configuration.

ActionInstant

List Autopilot SMS Memberships

Lists people enrolled in SMS Autopilot.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Delighted, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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