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Notis

Complete a client data deletion across feedback records

Carry a verified deletion request through to the Delighted feedback record.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Delete Person

Permanently deletes a person and all associated data.

Why this helps

A deletion request can be difficult to finish when customer feedback data sits outside the CRM.

  • Remove the person's Delighted record and associated data.
  • Complete a cross-tool deletion follow-through.
  • Reduce the chance that feedback records are overlooked.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Delighted once in the Notis portal.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Tell Notis to permanently delete the Delighted person identified in a submitted, verified deletion request.
  • 4Pick the notis_webhook trigger and choose where run reports go.
  • 5Test the workflow with an approved test person record.

Questions about this workflow

What does Delighted deletion include?

The action removes surveys, responses, properties, Autopilot membership, survey history, and unsubscribe or bounce status for that person.

Can deletion be undone?

The action is described as permanent. Confirm the request and person identity before submitting it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Delighted. A trigger fires from one place; an action lands in another.

Agiled 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.

Agiled and Delighted, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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