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Notis

Spot Delighted contact gaps before they slow down follow-up

Make missing customer details visible in a review your team can actually act on.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List People

Lists people in your account.

Why this helps

Incomplete contact records can create extra searching when a team is ready to follow up.

  • Review people records for details the team explicitly needs.
  • Surface incomplete records in a concise report.
  • Base findings on returned contact data rather than guessed details.

Setup

Build it in a few focused steps.

  • 1Connect Delighted once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
  • 3State which contact details matter and ask Notis to list records where those details are missing from the returned people data.
  • 4Choose a recurring schedule and report destination.
  • 5Test with one real run and verify that reported gaps are truly absent.

Questions about this workflow

Can this fill in missing details?

No. It can identify gaps in returned records, but it cannot infer accurate missing contact information.

Can the review be limited to a group?

Use available people listing filters or pagination behavior and specify the intended scope in the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

AnyDB 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.

AnyDB and Delighted, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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