Check for an existing Delighted client record
Verify whether a contact is already in Delighted before starting another survey workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List People
Lists people in your account.
Why this helps
Duplicate person records make feedback history harder to understand and segment.
- Review existing Delighted people before outreach.
- Use available email or phone details to narrow the lookup.
- Reduce confusion from duplicate contact records.
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 look up Delighted people using the contact details supplied in the Agiled request and report whether a matching record is present.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real contact example.
Questions about this workflow
Does this action create or update a person?
No. It lists people and supports filtering by email or phone number; use a separate action if you want to create or update a record.
Can it search all contacts in one run?
The action supports pagination and optional filters. Have Notis focus on the supplied contact details.
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.
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.
Agiled and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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