Put new clients on a steady feedback path
Set up feedback collection once when a new client relationship begins.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Person to Autopilot Email
Adds a person to automated email surveys or updates their profile details.
Why this helps
Teams often remember to ask for feedback only after a project ends, missing the customer journey in between.
- Start an ongoing feedback path when a client relationship begins.
- Keep available client properties together in Delighted.
- Avoid manually enrolling each person.
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 add the client from a submitted new-client request to Delighted email Autopilot and update available person properties.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real client example.
Questions about this workflow
Does enrollment send a survey immediately?
This action enrolls the person in email Autopilot or updates their properties; survey timing follows the Delighted Autopilot configuration.
Can I use a different trigger?
Agiled has no listed trigger events, so the workflow starts from a Notis 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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