Check in with clients after important tasks
A short follow-up can catch loose ends before they become another project thread.
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
Small client concerns often surface after work is marked done, when teams have already moved on.
- Catch unresolved issues early.
- Give clients a simple way to share their experience.
- Keep the completed task context with the feedback request.
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 completed client-facing task, including available task context as person properties.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real completed task.
Questions about this workflow
Can this run for every task?
You decide when to submit the webhook request. The prompt can ask Notis to survey only when the request identifies a client-facing task.
Does the workflow know whether a task is client-facing?
Only if the request or prompt context makes that distinction available.
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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