See who is in Delighted SMS Autopilot
A scheduled membership review makes it easier to spot who is included in your SMS survey program.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Autopilot SMS Memberships
Lists people enrolled in SMS Autopilot.
Why this helps
Survey enrollment can become hard to follow when membership lists are checked only on demand.
- Retrieve SMS Autopilot memberships for review.
- Summarize enrolled people in a readable report.
- Reduce manual checking of the membership list.
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 SMS Autopilot memberships should be retrieved and summarized for review.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real membership review and inspect the report.
Questions about this workflow
Does this add or remove members?
No. This action retrieves SMS Autopilot memberships for review.
Can I filter the list to a particular person?
The action supports filtering by person details when those inputs are available. Specify what you want to inspect in the automation prompt.
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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