Stop pending surveys when an account change calls for it
Respond to a meaningful account change by clearing future survey requests for the person involved.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Pending Survey Requests
Cancels all pending survey requests for a person.
Why this helps
Scheduled surveys can become poorly timed after a customer account changes, and pending requests are easy to miss.
- React promptly to account changes that affect survey timing.
- Clear pending requests for the identified person in one action.
- Reduce awkward or irrelevant future survey sends.
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 monitored account changes justify canceling all pending Delighted survey requests for the identified email address.
- 4Choose a webhook trigger, select where run reports should go, and test with one real example.
Questions about this workflow
What does canceling pending requests do?
Action 5158 removes all pending survey requests for the specified person. It does not delete the person or their response history.
Can it cancel only one upcoming survey?
The listed action removes all pending requests for a person, so use it only when clearing all of that person's pending requests is appropriate.
What should the webhook contain?
It should include the monitored change details needed to make the decision and the email address for the person whose requests should be canceled.
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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