Keep pending surveys in step with AnyDB customer changes
When customer circumstances change, prevent an outdated scheduled survey from going out.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Pending Survey Requests
Cancels all pending survey requests for a person.
Why this helps
A scheduled survey can become awkward or irrelevant after a customer record changes.
- Start cleanup from a meaningful AnyDB event delivered by webhook.
- Cancel pending scheduled requests for the identified email address.
- Reduce the chance of an outdated survey reaching a customer.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3Describe which AnyDB record change should cancel pending surveys and how to identify the person's email in the request.
- 4Choose the AnyDB webhook trigger and a report destination.
- 5Test with one real record and confirm the expected pending requests are removed.
Questions about this workflow
Does cancellation delete past responses?
No. This action removes pending survey requests that have not yet been sent for the specified person.
What information does it need?
The request must provide the person's email address so Delighted can identify whose pending requests to cancel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Delighted. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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