Make stakeholder feedback part of your compliance rhythm
Set a recurring check-in to turn compliance work into a clear, scheduled feedback request.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Stakeholder feedback can slip when it depends on remembering to start a separate survey workflow.
- Create a predictable feedback routine.
- Use current compliance context to guide who should be contacted.
- Schedule surveys without repeatedly starting from scratch.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3In one instruction, tell Notis to review the relevant 21risk compliance context and use the stakeholder contacts you identify to create or update Delighted people and schedule survey emails.
- 4Pick a Notis recurring schedule and choose where run reports should go.
- 5Test with one real stakeholder contact and review the scheduled survey.
Questions about this workflow
Can Notis infer every stakeholder who should be surveyed?
Only use contacts that are available in the connected context or that you identify in your instruction. If the relevant contacts are not available, provide them.
Can I choose how often this runs?
Yes. Choose a recurring schedule as the Notis trigger when you create the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Delighted. A trigger fires from one place; an action lands in another.
21risk 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
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
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.
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.
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.
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.
Connect any two apps with Notis in the middle.
21risk and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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