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Keep affiliate customer feedback contacts easy to review

Retrieve Delighted contacts on a regular cadence so your partner customer records can be reviewed in one pass.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List People

Lists people in your account.

Why this helps

Contact records and partner customer lists can drift apart, leaving survey eligibility and attribution harder to audit.

  • Retrieve the Delighted people list on a recurring schedule.
  • Review contact availability against partner records provided to Notis.
  • Spot missing or stale customer context for follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Adtraction and Delighted once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
  • 3Tell Notis to retrieve Delighted contacts and summarize their relevance to affiliate customer records that are available for the run.
  • 4Choose a recurring schedule trigger and select a channel for run reports.
  • 5Test with one real example and review the run report.

Questions about this workflow

Will this create a synchronized contact database?

No. The listed Delighted action retrieves people for review. The workflow can summarize results but has no listed action to write back to Adtraction.

Can it match contacts to affiliate customers?

Only if the relevant Adtraction records and matching details are available to Notis for that run.

Can it filter by email or phone?

The Delighted people list supports filters, but the automation should use only filters that are supported and relevant to the available request or data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adtraction to Delighted. A trigger fires from one place; an action lands in another.

Adtraction triggers

Delighted actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Person to Autopilot Email

Adds a person to automated email surveys or updates their profile details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Person to Autopilot SMS

Adds a person to automated SMS surveys or updates their profile details.

ActionInstant

Create or Update Person

Creates or updates a person and schedules a survey email.

ActionInstant

Delete Pending Survey Requests

Cancels all pending survey requests for a person.

ActionInstant

Delete Person

Permanently deletes a person and all associated data.

ActionInstant

Get Autopilot Email Configuration

Retrieves the current email Autopilot configuration.

ActionInstant

Get Autopilot SMS Configuration

Retrieves the current SMS Autopilot configuration.

ActionInstant

List Autopilot SMS Memberships

Lists people enrolled in SMS Autopilot.

ActionInstant

Connect any two apps with Notis in the middle.

Adtraction and Delighted, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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