Keep your investor survey audience up to date
A quarterly review helps keep the feedback audience aligned with your current investor relationships.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Person to Autopilot Email
Adds a person to automated email surveys or updates their profile details.
Why this helps
Investor contact lists change, but survey enrollment often stays frozen until someone remembers to review it.
- Review the investor audience on a predictable cadence.
- Enroll eligible contacts or update their properties.
- Reduce manual contact list reconciliation.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Delighted once in Notis.
- 2Create an automation and describe how to identify current eligible investor contacts.
- 3Choose a quarterly Notis schedule as the trigger.
- 4Select a channel for run reports.
- 5Test with one real contact and confirm the person and properties are updated.
Questions about this workflow
Will this remove investors who are no longer eligible?
This action adds or updates Autopilot members. It does not remove memberships, so describe only the eligible contacts to enroll.
What if eligibility is not recorded in Affinity?
Supply the eligibility rule or missing context in your instruction or scheduled process before running enrollment.
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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