Collect client feedback at Agiled project milestones
Turn a completed milestone into a timely feedback request, without leaving your project workflow.
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
Client feedback gets missed when milestone updates and survey follow-up live in separate tools.
- Ask for feedback while the milestone is fresh.
- Keep project context with the Delighted person record.
- Reduce manual follow-up after project delivery.
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 relevant client when you submit a project milestone for feedback, including available project context as person properties.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real milestone example.
Questions about this workflow
Does Agiled provide a built-in trigger event for this workflow?
No. Start it with a Notis webhook request when you want the milestone feedback automation to run.
Can the survey include project details?
Notis can include project context available in the request as Delighted person properties.
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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