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Notis

Maintain SMS feedback enrollment on a schedule

Keep contact upkeep moving with a recurring reminder and update.

Trigger

Recurring schedule

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

Action

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.

Why this helps

A small SMS feedback enrollment update can stay undone when it competes with customer work all week.

  • Set a regular time for contact upkeep.
  • Add or update the person in SMS Autopilot.
  • Make a recurring admin task easier to complete consistently.

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 intended contact and available details, then ask Notis to add or update them in SMS Autopilot.
  • 4Pick a Notis schedule as the trigger and choose where run reports should go.
  • 5Test once with the intended contact and verify the run report.

Questions about this workflow

Does this automatically gather WhatsApp contacts?

No. A schedule starts the workflow without a 2chat event payload. Specify the contact or an available source in your instruction.

Will this send an SMS survey on each run?

The action adds or updates the person in SMS Autopilot. Delivery cadence is controlled by Delighted's 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.

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.

2chat and Delighted, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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