Keep invoice customers in your feedback loop
Add eligible customers to email Autopilot as invoice records arrive, with context for later segmentation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Person to Autopilot Email
Adds a person to automated email surveys or updates their profile details.
Why this helps
Adding customers to a feedback program by hand takes time and can leave useful context behind.
- Enroll eligible people in Delighted email Autopilot.
- Include invoice context supplied in the webhook for segmentation.
- Avoid retyping contact details.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Describe which invoice customers to enroll and which supplied context to retain as properties.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real invoice and verify the person's Autopilot enrollment.
Questions about this workflow
Does enrollment immediately send a survey?
This action adds or updates a person in email Autopilot. Delighted's Autopilot configuration determines survey distribution.
Can Notis decide which customers qualify?
Yes, based on eligibility details and rules you provide in the request and instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Delighted. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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