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Notis

Review your survey audience without a manual contact export

Get a clearer picture of the people in Delighted using the contact details the service makes available.

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

Survey audience checks often mean pulling contact lists and scanning them manually when you would rather focus on decisions.

  • Review Delighted contacts in a repeatable way.
  • Use available creation and contact details to focus cleanup.
  • Spend less time paging through the audience list manually.

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 retrieve the Delighted people list and summarize the available contact details and any specified audience criteria.
  • 4Pick a recurring schedule, choose where run reports should go, and test with one real example.

Questions about this workflow

Does this workflow change the audience?

No. Action 5164 lists people and supports filters and pagination; it does not add, update, or delete contacts.

Can it identify a segment?

It can review information available from Delighted against criteria you provide. It cannot infer properties that are absent from the returned data.

Does the workflow require an Agenty event?

No. It uses a Notis recurring schedule because Agenty does not expose a listed trigger event.

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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