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Turn survey requests in Agent mail into Delighted follow-ups

When someone asks how to share feedback, let Notis create or update their Delighted profile and schedule a survey email.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

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.

Why this helps

Feedback requests get buried in the inbox, and sending the right survey later takes another round of admin.

  • Respond to survey requests while the conversation is fresh.
  • Keep contact details and survey enrollment together in Delighted.
  • Reduce the risk of forgetting a promised follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Agent mail and Delighted once in the Notis portal.
  • 2Create an automation by naming it and describing the outcome in one plain-language instruction.
  • 3Choose the New Email Received trigger for the Agent mail inbox.
  • 4Select where Notis should send run reports, then test with one real survey request email.

Questions about this workflow

What starts this automation?

A new email arriving in the connected Agent mail inbox starts it. Notis can interpret the message to identify a survey request.

Does it send the survey immediately?

The selected Delighted action creates or updates the person and schedules a survey email. Timing follows the connected Delighted account and the instruction you give Notis.

Can it update a contact who is already in Delighted?

Yes. The action supports creating or updating a person and scheduling a 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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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