Move eligible email contacts into SMS feedback surveys
When an email gives you a reason to invite a customer to ongoing SMS feedback surveys, Notis can add them to Delighted Autopilot SMS.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Add Person to Autopilot SMS
Tool to add a person to Autopilot or update their properties for SMS-based surveys. Use when you need to schedule automated survey delivery via SMS.
Why this helps
Transferring a customer's preferred follow-up channel into the survey tool takes attention away from the conversation.
- Turn a customer conversation into an SMS survey enrollment task.
- Keep the enrollment process connected to the inbox context.
- Reduce repetitive contact entry in Delighted.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Delighted once in the Notis portal.
- 2Create an automation with one plain-language instruction describing which customers qualify for SMS feedback surveys.
- 3Select the New Email Received trigger in Agent mail.
- 4Choose where run reports go and test with one real email from an eligible customer.
Questions about this workflow
Does this send a text as soon as the email arrives?
The action enrolls the person in Delighted Autopilot SMS or updates their properties. Survey timing depends on the connected Autopilot configuration.
How do I prevent unrelated senders from being enrolled?
Describe the qualifying context in the instruction. The available trigger is a new email, and you do not configure filters in a separate field mapper.
What if the contact is already enrolled?
The action supports adding a person or updating their properties for SMS-based surveys.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Delighted. A trigger fires from one place; an action lands in another.
Agent mail 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
Tool to add a person to Autopilot or update their properties for email-based surveys. Use when you need to enroll a person in scheduled email surveys or update their custom properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Autopilot SMS
Tool to add a person to Autopilot or update their properties for SMS-based surveys. Use when you need to schedule automated survey delivery via SMS.
New Email Received
Trigger for new emails in an AgentMail inbox
Create or Update Person
Tool to create or update a person and schedule a survey email. Use when you need to add a new person to Delighted, update existing person details, or schedule a survey with custom properties for segmentation.
Delete Pending Survey Requests
Tool to remove all pending (scheduled but not yet sent) survey requests for a person. Use when you need to cancel all future surveys for a specific email address.
Delete Person
Tool to remove a person and all associated data from Delighted. Use when you need to permanently delete a person's information. Deletion includes surveys, responses, properties, Autopilot membership, survey history, and unsubscribe/bounce status.
Get Autopilot Email Configuration
Tool to retrieve the current Autopilot configuration for email distribution. Returns configuration details including whether Autopilot is active, survey frequency, and timestamps.
Get Autopilot SMS Configuration
Tool to retrieve the current Autopilot configuration for SMS distribution. Use when you need to check whether Autopilot is enabled, review survey frequency settings, or examine configuration timestamps for SMS surveys.
List Autopilot SMS Memberships
Tool to retrieve all Autopilot memberships for SMS distribution platform. Use when you need to list people enrolled in Autopilot SMS or filter by specific person details.
Connect any two apps with Notis in the middle.
Agent mail and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Delighted.