Keep opportunity feedback on a steady track
Let a scheduled check handle survey enrollment while you focus on the next customer conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Person to Autopilot Email
Adds a person to automated email surveys or updates their profile details.
Why this helps
Remembering which open opportunities should enter a feedback cadence adds recurring admin to a busy pipeline.
- Review opportunity contacts on a predictable schedule.
- Enroll suitable contacts without repeating manual setup.
- Update supplied contact properties for later segmentation.
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 review the opportunity list or details you provide and add eligible contacts to Delighted email Autopilot, without guessing missing data.
- 4Select a recurring schedule and choose where run reports should go.
- 5Test with one real opportunity example and verify the enrollment in Delighted.
Questions about this workflow
Does this workflow read Agile CRM automatically?
No Agile CRM trigger is listed. The scheduled run needs access to opportunity details through data you provide or an available connected context.
Does adding someone send a survey immediately?
This action enrolls or updates a person for email-based Autopilot surveys. The Autopilot configuration controls scheduled delivery.
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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