Turn campaign feedback into a clear review
Bring survey themes into your campaign review so customer feedback is easier to act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Survey Responses
Lists survey responses in your account.
Why this helps
Survey responses and campaign context often sit apart, making it harder to spot what needs follow-up.
- Summarize recent survey feedback in one recurring review.
- Highlight response themes that may need campaign attention.
- Reduce time spent switching between feedback and campaign context.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve recent Delighted responses, summarize themes, and compare them with campaign context you supply from Agile CRM.
- 4Select a recurring schedule and choose where run reports should go.
- 5Test with one real response set and campaign example.
Questions about this workflow
Can the workflow identify which campaign caused a response?
Only if that relationship is available in the response details or the Agile CRM context you provide. Notis must report the association as unknown when it is missing.
Does this workflow change campaign records?
No. The selected Delighted action retrieves survey responses for analysis; it does not update Agile CRM campaigns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Delighted. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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