Enroll the right email contacts in Delighted Autopilot
Use a new inbox message as a cue to enroll an eligible customer in Delighted's email survey program and update their properties.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
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.
Why this helps
Manually deciding who should enter an ongoing feedback program creates extra steps and inconsistent enrollment.
- Enroll eligible contacts from an inbox conversation.
- Keep survey participation organized in Delighted Autopilot Email.
- Spend less time transferring customer details between apps.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Delighted once in the Notis portal.
- 2Create an automation and describe which incoming messages indicate an eligible contact and what enrollment outcome you want.
- 3Choose the New Email Received trigger for the Agent mail inbox.
- 4Choose a report channel and test the instruction with one real example email.
Questions about this workflow
Does every new email enroll its sender?
The trigger is every new email, so describe in your instruction how Notis should recognize eligible contacts from message context.
What does the Delighted action do?
It adds a person to Autopilot Email or updates their properties for email-based surveys.
Can this schedule an individual survey email?
This workflow enrolls the contact in Autopilot Email. Use the Delighted create or update person action when you want to schedule an individual survey email.
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
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