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Notis

Follow up on WhatsApp conversations with a Delighted survey

Capture the right moment for feedback while the conversation is still fresh.

Trigger

Webhook received

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

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

Remembering which WhatsApp conversations deserve a feedback survey adds another follow-up task to an already busy day.

  • Schedule a survey after a customer conversation reaches a milestone.
  • Keep contact creation and survey follow-up in one workflow.
  • Use the conversation context to decide whether a survey is appropriate.

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, ask Notis to use the incoming 2chat webhook details to create or update the customer in Delighted and schedule an email survey when the conversation merits feedback.
  • 4Pick the Notis webhook as the trigger and choose where run reports should go.
  • 5Send one real example webhook to test the workflow.

Questions about this workflow

How does the WhatsApp conversation start this workflow?

A 2chat event or external service sends an HTTP request to the Notis webhook with the contact details and relevant conversation context.

Does every conversation have to trigger a survey?

No. State in your instruction which conversation outcomes should qualify, such as a resolved support issue or completed onboarding.

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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