Route opted-in clients to SMS feedback
Keep survey enrollment aligned with the communication channel your client has chosen.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Person to Autopilot SMS
Adds a person to automated SMS surveys or updates their profile details.
Why this helps
SMS survey enrollment can be forgotten when client details are managed in a separate CRM.
- Enroll eligible clients in a scheduled SMS survey path.
- Carry available client context to Delighted.
- Reduce repeated manual enrollment work.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Delighted once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to add the client from a submitted request to Delighted SMS Autopilot only when the request confirms SMS eligibility, and update available person properties.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real eligible client example.
Questions about this workflow
Does the action verify SMS consent?
The action adds a person to SMS Autopilot. Have the request and prompt establish eligibility before enrollment.
Does it schedule a survey?
It enrolls or updates the person for SMS-based Autopilot surveys; timing depends on Delighted configuration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Delighted. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled 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.