Turn a customer list into checked survey follow-up
Give Notis a customer list and a recurring schedule. It can check the contact details and prepare survey emails for eligible people in Delighted.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create or Update Person
Creates or updates a person and schedules a survey email.
Why this helps
A customer list can sit untouched while someone has to validate addresses, decide who is eligible, and prepare survey follow-up by hand.
- Review a supplied list on a recurring schedule without rebuilding the process.
- Check contact details before preparing survey emails.
- Set eligibility rules once and receive reports on the run.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Delighted once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis where to find the supplied customer list, how to check contact details, and which eligible people should receive a Delighted survey email.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the resulting Delighted person and survey request.
Questions about this workflow
Does the schedule discover my customer list automatically?
No. Tell Notis where the list is available or provide it as part of the run context.
Can this avoid scheduling duplicates?
Include a clear rule for checking existing Delighted people and pending survey requests. The workflow can only use information it can access.
Can the workflow use a different survey cadence?
Yes. State the eligibility and timing rules in the automation instruction, then choose the recurring schedule that starts each review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Delighted. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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