Find customer records that may need a second look
Review Delighted contacts alongside public customer signals and get a short list of possible mismatches to verify before making changes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List People
Lists people in your account.
Why this helps
Contact lists go stale, but reviewing every record by hand can consume time better spent on customers.
- Compare retrieved Delighted contacts with specified public sources.
- Flag possible stale or mismatched records for human review.
- Avoid automatic updates based on uncertain public evidence.
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, ask Notis to retrieve Delighted contacts, use AgentQL to review specified public sources, and report possible mismatches without changing contact records.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real audit sample and confirm the report marks uncertain matches for review.
Questions about this workflow
Will this workflow update or delete contacts?
No. It uses the list action to retrieve contacts and produces a review report. A person should verify any proposed correction.
Can public information prove that a contact is no longer a customer?
Not necessarily. Treat public sources as signals to review, not proof of account status, unless your source explicitly supports that conclusion.
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.
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.
Agentql and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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