Make customer milestones easier to learn from
Turn a meaningful customer milestone into an invitation for ongoing feedback by SMS.
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
Customer milestones pass without a feedback signal when survey enrollment depends on someone remembering a separate task.
- Promptly enroll milestone contacts for SMS surveys.
- Keep enrollment tied to a supplied customer event.
- Reduce manual coordination between sales and feedback tools.
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 add the supplied contact to Delighted SMS Autopilot only when the request includes the needed phone number and appropriate messaging consent.
- 4Select the webhook trigger and choose where run reports should go.
- 5Test with one real, consented contact and confirm the membership in Delighted.
Questions about this workflow
What must the webhook provide?
It must indicate the customer milestone and include the phone number and consent context needed to enroll the person. Notis should not invent missing contact data or consent.
Does this send a text immediately?
The action enrolls or updates a person for SMS Autopilot. Delivery follows the Delighted SMS Autopilot configuration.
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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