Enroll document recipients in SMS feedback
Let a delivery milestone keep your SMS feedback program current with less contact list upkeep.
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
It is easy to miss adding a newly engaged recipient to an SMS survey program after a document is sent.
- Add or update recipients from delivery events.
- Use phone details supplied by the webhook.
- Keep SMS survey enrollment connected to document activity.
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 SMS 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
What does the SMS Autopilot action do?
It adds a person to SMS Autopilot or updates their properties. Delighted controls the survey schedule.
Does the webhook need to include a phone number?
Yes. Supply the recipient's phone number and any properties needed for the person record.
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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