Keep a recurring customer feedback follow-up on the calendar
Put a regular feedback touchpoint on a schedule you can rely on.
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
Recurring feedback tasks can disappear behind daily customer work when they depend on memory.
- Use a recurring schedule to start a feedback follow-up.
- Create or update the specified person in Delighted.
- Reduce reliance on remembering a recurring manual task.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, identify the person or eligible contact source you intend to use and ask Notis to create or update that person in Delighted and schedule an email survey.
- 4Pick a Notis schedule as the trigger and choose where run reports should go.
- 5Test with one real example and confirm the intended contact before relying on the schedule.
Questions about this workflow
Can a schedule find new WhatsApp customers by itself?
No. A schedule has no incoming 2chat event payload. Identify the contact or provide a supported source for the information in your instruction.
How often will the survey be sent?
The Notis schedule controls how often the workflow runs, while the Delighted action schedules a survey email. Set your instruction to avoid unintended duplicate requests.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Delighted. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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