Use customer milestones to start SMS feedback enrollment
Keep feedback enrollment connected to the moments when timing matters.
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
Time-sensitive feedback opportunities can disappear while teams manually update contact lists.
- Enroll a person in SMS Autopilot from a defined event.
- Use phone details supplied by the webhook.
- Reduce lag between a milestone and feedback enrollment.
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 person in SMS Autopilot when a webhook indicates your defined time-sensitive milestone.
- 4Pick the Notis webhook as the trigger and choose where run reports should go.
- 5Test with one real webhook containing a valid phone number.
Questions about this workflow
Can this send a one-time SMS survey immediately?
The listed action enrolls or updates a person in SMS Autopilot. It does not describe a one-time survey send action.
What if the webhook has no phone number?
The workflow should report that the contact cannot be enrolled until a usable phone number is available.
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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