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Notis

Capture feedback after important customer milestones

When a milestone is recorded, let the workflow analyze its context and enroll the customer for scheduled SMS surveys.

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

Milestone follow-up can get lost between product updates and customer conversations.

  • Tie feedback follow-up to a recorded milestone.
  • Use Ai ml api to analyze the milestone context.
  • Enroll the customer in scheduled SMS surveys.

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Delighted once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
  • 3Ask Notis to analyze the submitted milestone context and add the customer to SMS Autopilot with relevant properties.
  • 4Choose the notis_webhook trigger and select a run report destination.
  • 5Test with one real milestone and customer.

Questions about this workflow

Does enrollment send an SMS immediately?

The action adds or updates a person in SMS Autopilot. Delivery follows the Delighted Autopilot configuration.

What information is needed?

The webhook should include the customer details and the milestone context to analyze.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Delighted. A trigger fires from one place; an action lands in another.

Ai ml api 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

Adds a person to automated email surveys or updates their profile details.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Person to Autopilot SMS

Adds a person to automated SMS surveys or updates their profile details.

ActionInstant

Create or Update Person

Creates or updates a person and schedules a survey email.

ActionInstant

Delete Pending Survey Requests

Cancels all pending survey requests for a person.

ActionInstant

Delete Person

Permanently deletes a person and all associated data.

ActionInstant

Get Autopilot Email Configuration

Retrieves the current email Autopilot configuration.

ActionInstant

Get Autopilot SMS Configuration

Retrieves the current SMS Autopilot configuration.

ActionInstant

List Autopilot SMS Memberships

Lists people enrolled in SMS Autopilot.

ActionInstant

Connect any two apps with Notis in the middle.

Ai ml api and Delighted, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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