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Enroll customers in Delighted email surveys from Asana comments

Turn a customer handoff or follow-up comment into a Delighted Autopilot enrollment.

Trigger

New Comment on Task

Triggers when a comment is added to a task in a project.

Action

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.

Why this helps

Customer follow-ups can stall when enrollment in ongoing feedback requires a separate reminder and app visit.

  • Convert a customer handoff into a feedback enrollment.
  • Keep Autopilot membership aligned with team updates.
  • Reduce manual contact entry between project work and surveys.

Setup

Build it in a few focused steps.

  • 1Connect Asana and Delighted once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
  • 3In one instruction, ask Notis to use comments that identify an eligible customer and contact details to add or update the person in Delighted email Autopilot.
  • 4Pick Asana New Comment on Task as the trigger, choose a report channel, and test with one real customer comment.

Questions about this workflow

Will any comment enroll someone?

State the conditions for an eligible customer and the needed contact details in your instruction so Notis can assess the comment context.

Does enrollment send an immediate survey?

This action adds or updates a person for Delighted email Autopilot. Survey scheduling and delivery follow that Autopilot configuration.

What if a comment is only an internal note?

Include clear language in your instruction for distinguishing customer enrollment requests from internal discussion.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Asana 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

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

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

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

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

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

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

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

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

Tag Added to Task

Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.

TriggerInstant

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

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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