Keep survey contacts aligned with planned updates
Review the contacts relevant to an upcoming content change and spot records that need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List People
Lists people in your account.
Why this helps
It takes extra effort to check whether the people connected to a content change are already present in the survey platform.
- Review Delighted people against an explicitly supplied update audience or criteria.
- Identify contacts that may need a separate follow-up decision.
- Reduce manual searching across content and survey records.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe the outcome: retrieve Delighted people and compare them with the audience details or criteria supplied for the upcoming CMS update, reporting possible matches and gaps.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real update plan and known contact examples.
Questions about this workflow
Will the workflow add or change contacts?
No. The selected action lists people. This workflow reports matches or gaps for review and does not create or update people.
Can it know the intended audience from the CMS automatically?
The source has no trigger events and no audience lookup is specified. Supply the audience details or criteria in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Delighted. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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