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Check survey preferences before quarterly outreach

Start each quarterly feedback cycle with a clear view of who should not be contacted.

Trigger

Recurring schedule

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

Action

List Unsubscribed People

Tool to retrieve all unsubscribed people for your account, ordered by unsubscribe time (oldest first). Use when you need to identify people who have unsubscribed. Supports pagination via per_page and page parameters, and optional Unix timestamp filters (since, until) to restrict results to specific time ranges.

Why this helps

Preference records are easy to overlook when quarterly outreach is prepared under time pressure.

  • Protect contact preferences
  • Reduce accidental sends
  • Create a repeatable preflight

Setup

Build it in a few focused steps.

  • 1Connect 7shifts and Delighted in Notis once.
  • 2Create an automation that lists Delighted unsubscribed people and checks them against the supplied 7shifts quarterly outreach context.
  • 3Pick the notis_cron trigger and set the quarterly schedule.
  • 4Choose a report channel and test before one real survey cycle.

Questions about this workflow

Does this remove people from the list?

No. It retrieves unsubscribed people for a preflight review.

Can I review only a specific campaign audience?

Yes. Provide the audience scope in the automation instruction and 7shifts context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 7shifts to Delighted. A trigger fires from one place; an action lands in another.

7shifts 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

Tool to add a person to Autopilot or update their properties for email-based surveys. Use when you need to enroll a person in scheduled email surveys or update their custom properties.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Person to Autopilot SMS

Tool to add a person to Autopilot or update their properties for SMS-based surveys. Use when you need to schedule automated survey delivery via SMS.

ActionInstant

Create or Update Person

Tool to create or update a person and schedule a survey email. Use when you need to add a new person to Delighted, update existing person details, or schedule a survey with custom properties for segmentation.

ActionInstant

Delete Pending Survey Requests

Tool to remove all pending (scheduled but not yet sent) survey requests for a person. Use when you need to cancel all future surveys for a specific email address.

ActionInstant

Delete Person

Tool to remove a person and all associated data from Delighted. Use when you need to permanently delete a person's information. Deletion includes surveys, responses, properties, Autopilot membership, survey history, and unsubscribe/bounce status.

ActionInstant

Get Autopilot Email Configuration

Tool to retrieve the current Autopilot configuration for email distribution. Returns configuration details including whether Autopilot is active, survey frequency, and timestamps.

ActionInstant

Get Autopilot SMS Configuration

Tool to retrieve the current Autopilot configuration for SMS distribution. Use when you need to check whether Autopilot is enabled, review survey frequency settings, or examine configuration timestamps for SMS surveys.

ActionInstant

List Autopilot SMS Memberships

Tool to retrieve all Autopilot memberships for SMS distribution platform. Use when you need to list people enrolled in Autopilot SMS or filter by specific person details.

ActionInstant

Connect any two apps with Notis in the middle.

7shifts and Delighted, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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