Stop pending surveys when a customer asks by email
When a customer asks you to pause upcoming surveys, Notis can clear their pending Delighted requests based on the email context.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
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.
Why this helps
A request to stop future survey emails can be missed while you juggle the original inbox conversation and a separate tool.
- Act on a customer's request from the inbox.
- Clear scheduled but unsent surveys for the identified person.
- Avoid leaving future survey requests in place after a pause request.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Delighted once in the Notis portal.
- 2Create an automation and describe how Notis should recognize a request to stop pending survey requests.
- 3Pick the New Email Received trigger for Agent mail.
- 4Choose a run report channel and test with one real pause request email.
Questions about this workflow
What does canceling pending surveys remove?
The action removes all pending survey requests for a person, meaning surveys scheduled but not yet sent.
Does this unsubscribe the person from all future surveys?
No. It deletes pending requests only. Use Delighted's Unsubscribe Person action for an email survey unsubscribe.
Can it cancel only one upcoming survey?
The listed action removes all pending survey requests for the person, so the instruction should only use it when that outcome matches the customer's request.
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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