Offer credential recipients SMS feedback
When a credential event arrives, enroll the identified recipient for scheduled SMS surveys if their record includes a phone number.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Person to Autopilot SMS
Adds a person to automated SMS surveys or updates their profile details.
Why this helps
A useful feedback opportunity can be missed when follow-up depends on manually checking contact details and survey enrollment.
- Respond to an incoming request without manual contact lookup.
- Use an available phone number and credential context to update the Delighted record.
- Enroll eligible recipients in SMS Autopilot.
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 an incoming request should identify the Accredible recipient and add or update them in Delighted SMS Autopilot when a phone number is available.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real recipient whose record includes a phone number.
Questions about this workflow
Does this send an SMS survey immediately?
Action 5156 adds or updates a person for SMS-based Autopilot surveys. Delivery follows the Delighted Autopilot configuration.
What if the recipient has no phone number?
The prompt should skip enrollment and report that the phone number is missing. The workflow cannot infer contact details absent from the connected records or request.
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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