Ask clients how the payment experience went
Capture a quick signal after payment while the client experience is still top of mind.
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
Payment records are easy to close out, while the client experience behind them goes unmeasured.
- Collect feedback at a clear customer journey moment.
- Include available invoice or client context on the person record.
- Spot friction before it repeats.
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 send a Delighted survey to the client when you submit a confirmed invoice payment event, using available context as person properties.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real payment example.
Questions about this workflow
Will Notis detect invoice payments automatically?
Agiled has no listed trigger events, so a webhook request must start the automation when the payment is confirmed.
What if invoice details are unavailable?
The survey can still be sent to the client; only include context provided in the webhook request.
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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