Capture feedback from newly qualified leads
Turn a lead milestone into a timely feedback request, 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 can move quickly, so manual survey follow-up is easy to forget or send too late.
- Ask for feedback while the sales experience is recent.
- Reduce manual survey follow-up.
- Use contact details and context included in the webhook request.
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 create or update the Delighted person and schedule a survey for a newly qualified lead, using only contact details supplied in the request.
- 4Select the webhook trigger and choose where run reports should go.
- 5Test with one real qualification request and confirm the person and survey request in Delighted.
Questions about this workflow
How does Agile CRM start this workflow?
Agile CRM has no listed trigger event for this package. Start the Notis automation with an HTTP webhook request when your process marks a lead qualified.
Can Notis infer lead qualification from Agile CRM?
No. The webhook request must indicate the qualification event and include the contact details needed for the Delighted action.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Delighted.