Ask credential cohorts at the right milestone
Choose a milestone in your instruction and let Notis find the matching certificate recipients for a Delighted survey.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create or Update Person
Creates or updates a person and schedules a survey email.
Why this helps
Cohort follow-up requires remembering who reached a milestone and rebuilding the recipient list each time.
- Use a recurring check to find recipients matching a defined credential milestone.
- Schedule surveys for the selected cohort through Delighted.
- Include available certificate and cohort details as custom 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 the milestone and cohort to find, then ask Notis to create or update each eligible Delighted person and schedule a survey with available context.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real cohort and verify the selected recipients before continuing.
Questions about this workflow
Can Notis infer a milestone that is not in Accredible?
No. The milestone must be represented in available Accredible data or clearly supplied in your instruction or request.
Can I choose the survey cadence here?
This action schedules a survey email for a person. Any timing constraints or cadence should be stated in the instruction and supported by the connected Delighted action.
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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