Review Delighted SMS Autopilot settings regularly
Keep the status of your SMS feedback program easy to check with a recurring report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Autopilot SMS Configuration
Retrieves the current SMS Autopilot configuration.
Why this helps
A quiet configuration change can leave a survey program out of step with expectations.
- Retrieve the current SMS Autopilot configuration.
- Review reported status and frequency details.
- Receive the check in a chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that the current SMS Autopilot configuration should be checked and its status summarized.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real configuration check and inspect the report.
Questions about this workflow
Does this enroll or remove people?
No. This action retrieves the SMS Autopilot configuration.
What does the configuration include?
It includes details such as whether Autopilot is active, its survey frequency, and configuration timestamps.
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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