Keep credential feedback running on autopilot
Let a recurring check find new credential recipients and enroll them for scheduled email surveys.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Person to Autopilot Email
Adds a person to automated email surveys or updates their profile details.
Why this helps
Newly issued credentials can accumulate without a consistent feedback invitation process.
- Check for new recipients on a recurring schedule.
- Enroll eligible people in Delighted email Autopilot.
- Include available credential context as recipient properties.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that each run should find eligible credential recipients not yet enrolled and add them to Delighted email Autopilot with available credential properties.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real recipient before relying on the recurring run.
Questions about this workflow
Does this send a one-time survey immediately?
This action adds or updates a person in Delighted email Autopilot. Survey delivery depends on the account's Autopilot configuration.
Can Notis tell who is already enrolled?
The workflow can use the Accredible records and Delighted information available to it. Specify how to identify prior enrollment, and provide any missing baseline if the connected data does not expose it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Delighted. A trigger fires from one place; an action lands in another.
Accredible certificates 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
Adds a person to automated email surveys or updates their profile details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Autopilot SMS
Adds a person to automated SMS surveys or updates their profile details.
Create or Update Person
Creates or updates a person and schedules a survey email.
Delete Pending Survey Requests
Cancels all pending survey requests for a person.
Delete Person
Permanently deletes a person and all associated data.
Get Autopilot Email Configuration
Retrieves the current email Autopilot configuration.
Get Autopilot SMS Configuration
Retrieves the current SMS Autopilot configuration.
List Autopilot SMS Memberships
Lists people enrolled in SMS Autopilot.
Connect any two apps with Notis in the middle.
Accredible certificates and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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