Route eligible ActiveTrail contacts to Delighted SMS surveys
Keep customer feedback moving by enrolling the right contacts in scheduled SMS surveys.
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
Manually transferring eligible contacts into a survey program creates another recurring task and another chance to miss someone.
- Add or update a person for SMS based survey delivery.
- Apply the eligibility instruction to each incoming request.
- Reduce manual contact handoffs between campaign and feedback tools.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to add or update each eligible contact in Delighted SMS Autopilot using the details in the incoming request.
- 4Choose the webhook trigger and a report channel, then test with one real eligible contact request.
Questions about this workflow
Does this send an SMS survey immediately?
The action enrolls or updates a person for scheduled SMS survey delivery. The available action description does not promise immediate sending.
Can Notis decide who is eligible?
Yes, describe the eligibility rule in the automation prompt. Any information needed for that rule must be present in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Delighted. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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