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Notis

Connect customer feedback to recent releases

Get a recurring view of what customers said and which recent releases may provide context.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Survey Responses

Lists survey responses in your account.

Why this helps

Feedback and release notes live in separate places, making it harder to connect customer concerns to recent changes.

  • Bring recent responses into a recurring review.
  • Use release content as context for themes in customer feedback.
  • Surface questions or concerns that may deserve follow-up.

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 recent Delighted responses and relevant recent Agility CMS release content, then summarize themes and possible connections, noting when context is missing.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real date range and a recent release.

Questions about this workflow

Does Delighted provide a built-in comparison to CMS releases?

No. Notis can analyze returned responses alongside release content it retrieves, but the connection between a response and a release may be uncertain.

Can it establish a customer baseline?

Only if you provide the baseline. The listed response action retrieves survey responses; it does not provide an unspecified historical baseline.

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.

TriggerScheduled

Add Person to Autopilot Email

Adds a person to automated email surveys or updates their profile details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Person to Autopilot SMS

Adds a person to automated SMS surveys or updates their profile details.

ActionInstant

Create or Update Person

Creates or updates a person and schedules a survey email.

ActionInstant

Delete Pending Survey Requests

Cancels all pending survey requests for a person.

ActionInstant

Delete Person

Permanently deletes a person and all associated data.

ActionInstant

Get Autopilot Email Configuration

Retrieves the current email Autopilot configuration.

ActionInstant

Get Autopilot SMS Configuration

Retrieves the current SMS Autopilot configuration.

ActionInstant

List Autopilot SMS Memberships

Lists people enrolled in SMS Autopilot.

ActionInstant

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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