Keep scheduled feedback enrollment details current
Make routine contact upkeep part of a predictable schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Small contact updates can be postponed repeatedly when there is no dedicated time to maintain feedback enrollment.
- Run a contact update at a predictable interval.
- Add or update a person in Email Autopilot.
- Keep routine feedback administration from becoming an open-ended reminder.
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 and available properties to maintain, then ask Notis to add or update them in Email Autopilot.
- 4Pick a Notis schedule as the trigger and choose where run reports should go.
- 5Test once with the intended contact and inspect the run report.
Questions about this workflow
Will the schedule discover contacts from 2chat?
No. There is no 2chat trigger event in this workflow. Supply or identify the intended contact in the instruction.
Does this send an immediate email survey?
The action enrolls or updates a person in Email Autopilot. Survey timing follows your Delighted configuration.
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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