Keep Email Survey Enrollment in Step with Parsed Records
When a document or email reveals a customer worth following up with, add them to the right ongoing survey process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Person to Autopilot Email
Adds a person to automated email surveys or updates their profile details.
Why this helps
Manually deciding who belongs in recurring email surveys makes enrollment inconsistent and consumes attention.
- Add a person to Delighted email Autopilot or update their properties.
- Use details present in the parsed record to support survey segmentation.
- Avoid repeating enrollment work across customer records.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Delighted once in the Notis portal.
- 2Create an automation and describe which parsed customer records should be enrolled or updated in email Autopilot.
- 3Choose the Notis webhook trigger and connect it to the process that forwards Airparser results.
- 4Choose where run reports go, then test with one real parsed customer example.
Questions about this workflow
Does this action schedule an individual survey email?
This action adds or updates a person in email Autopilot. Use the create or update person action when you need to schedule a survey email.
Can the workflow infer customer properties that Airparser did not extract?
No. Base enrollment and properties on information actually present in the parsed data or explicitly supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Delighted. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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