Automate SMS survey enrollment for customers
Keep SMS survey enrollment connected to the customer context in Affinity, with eligibility checked before each request.
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
Customer phone details and survey enrollment can drift when they are maintained in separate tools.
- Enroll eligible contacts in scheduled SMS surveys.
- Use available contact properties for segmentation.
- Avoid re-entering customer details by hand.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Delighted once in Notis.
- 2Create an automation and describe which eligible customers should join SMS Autopilot.
- 3Choose a webhook trigger called by your Affinity process with the required contact context.
- 4Choose a report channel for Notis run updates.
- 5Test with one real, consenting customer and verify the enrollment.
Questions about this workflow
Does this action send a text immediately?
It enrolls or updates a person for SMS Autopilot. Survey timing follows the Delighted SMS Autopilot configuration.
What information should the request include?
Include the available contact details and properties needed for the enrollment, and ensure the person is eligible for SMS surveys.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Delighted. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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