Move browser workflow findings into SMS feedback
Turn a useful browser workflow result into a customer check-in without keeping the enrollment on your task list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Person to Autopilot SMS
Adds a person to automated SMS surveys or updates their profile details.
Why this helps
A browser task can reveal who needs a check-in, but transferring that decision into survey enrollment is easy to defer.
- Carry relevant browser workflow findings into survey enrollment.
- Use SMS Autopilot for scheduled survey delivery.
- Cut down on manual transfer between research and feedback tools.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Delighted once in the Notis portal.
- 2Create an automation from any channel or choose Automations, New Automation in the portal.
- 3Tell Notis which browser workflow results warrant feedback and to add the identified person to Delighted SMS Autopilot with available properties.
- 4Choose a webhook trigger, select where run reports should go, and test with one real example.
Questions about this workflow
Does this send a text immediately?
Action 5156 adds or updates a person in SMS Autopilot. Survey delivery is scheduled through Autopilot according to its configuration.
What information should the webhook include?
Include enough identifying details for Delighted to match or add the person, plus any context your instruction needs to decide whether enrollment is appropriate.
Can this use any Agenty browser task?
It can respond to a webhook request sent by a configured workflow. Agenty has no listed native trigger event in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Delighted. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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