Start SMS feedback enrollment from a WhatsApp milestone
Move from a meaningful chat moment to the right ongoing feedback channel.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Keeping SMS feedback enrollment in sync with customer conversations creates small tasks that are easy to lose.
- Enroll customers in SMS Autopilot at a defined point in a conversation.
- Update available customer properties for segmentation.
- Avoid repeating manual enrollment after a milestone.
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 add or update the customer in Delighted SMS Autopilot when the webhook indicates your chosen milestone.
- 4Pick the Notis webhook as the trigger and choose where run reports should go.
- 5Test with one real webhook that includes a customer's phone number.
Questions about this workflow
What information is needed for SMS enrollment?
The incoming webhook should include the customer's phone number and enough context to identify the qualifying milestone.
Will this send a text right away?
The action enrolls or updates a person in SMS Autopilot. Delivery timing depends on your Delighted SMS Autopilot 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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