Add eligible invoice customers to SMS feedback
Make SMS feedback enrollment part of your invoice follow-up process when a mobile number is available.
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 mobile numbers into a feedback program creates another step after invoice processing.
- Enroll eligible people in SMS Autopilot after invoice processing.
- Use the phone number supplied with the webhook.
- Keep the enrollment step alongside document processing.
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 in SMS Autopilot and when to skip missing numbers.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real invoice record that includes a valid mobile number.
Questions about this workflow
Will this action send a text immediately?
It adds or updates a person in SMS Autopilot. Survey timing depends on Delighted's SMS Autopilot configuration.
What happens when a phone number is missing?
Tell Notis to skip enrollment and report the missing number.
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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