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Notis

Turn an AnyDB record into a timely Delighted survey

A record reaches the right status, and customer feedback is on its way.

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

Customer records can sit in a database long after the moment when feedback would be most useful.

  • Start a survey from an AnyDB event without copying contact details by hand.
  • Use the record context in the instruction to decide when a survey is appropriate.
  • Keep feedback follow-up connected to the work already tracked in AnyDB.

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.
  • 3In one instruction, say which incoming AnyDB records should create or update a Delighted person and schedule a survey email.
  • 4Choose the AnyDB webhook trigger and where run reports should go.
  • 5Test with one real record and confirm the intended person and survey request.

Questions about this workflow

Does AnyDB provide a built-in trigger for this workflow?

No. AnyDB has no listed trigger events, so start the automation with a Notis webhook and have the relevant AnyDB process call it.

Can the automation decide which records should start a survey?

Describe the condition in your instruction using information included with the webhook request. Notis uses a prompt rather than a field-mapping screen.

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.

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.

AnyDB and Delighted, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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