Add document recipients to email feedback Autopilot
Keep customer feedback follow-up organized when a document reaches its recipient.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Person to Autopilot Email
Adds a person to automated email surveys or updates their profile details.
Why this helps
Recipients may need ongoing feedback follow-up, but tracking who was added to a survey program takes manual work.
- Enroll a recipient based on a delivery event.
- Update supplied contact properties in Delighted.
- Reduce manual contact list maintenance.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that a document delivery should add or update the recipient in Delighted email Autopilot using supplied details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real delivery webhook and review the run report.
Questions about this workflow
Does this send a survey immediately?
This action adds or updates a person in email Autopilot. Survey timing depends on the Delighted Autopilot configuration.
What information should the delivery request include?
Include the recipient identifier and any contact properties you want Delighted to store. The webhook must supply those values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Delighted. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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