Keep opted-in investors on a feedback cadence
Enroll the right investor contacts in a consistent survey cadence using the Affinity context already at hand.
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
Remembering which investors agreed to ongoing feedback surveys can become a manual list-management chore.
- Enroll eligible contacts in scheduled email surveys.
- Refresh available properties used for segmentation.
- Reduce repeat list maintenance.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Delighted once in Notis.
- 2Create an automation and describe which opted-in investor contacts should be enrolled.
- 3Choose a webhook trigger that receives the eligible contact request from your Affinity process.
- 4Select where Notis should send run reports.
- 5Test with one real opted-in contact and confirm the Delighted membership.
Questions about this workflow
Does this send an immediate survey?
This action enrolls or updates a person for email Autopilot. Delighted controls survey distribution according to its Autopilot configuration.
How does Notis know a contact opted in?
Your instruction and webhook request must provide that eligibility context. Affinity trigger events are not available in this workflow package.
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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