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Notis

Turn Agenty lead research into timely customer feedback

Move from a useful lead signal to a survey without adding another follow-up task.

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

Qualified leads emerge from research, but manual survey invitations can get lost between tools and priorities.

  • Follow up while the research context is fresh.
  • Keep survey enrollment tied to the lead's identifying details.
  • Reduce manual handoffs from research to feedback.

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 to use Agenty research results to identify qualified leads and create or update the matching Delighted person, scheduling a survey email with available context.
  • 4Choose a webhook trigger, select where run reports should go, and test with one real example.

Questions about this workflow

What starts this automation?

A Notis webhook starts it when an HTTP request is sent. Agenty has no listed native trigger event, so configure Agenty or its workflow to send the request when the relevant research result is ready.

Does it automatically know which leads are qualified?

Only if your instruction can identify them from the information provided in the webhook request. State the qualification rule in the prompt.

Can the workflow use fields that are missing from the request?

No. Notis can use the returned data, but any absent qualification detail or customer context must be supplied in the request or defined by you.

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.

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.

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

When this happens · Trigger

Do this · Action

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