Turn new ClickUp tasks into Delighted surveys
Capture feedback while the customer context is still fresh.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
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.
Why this helps
Customer survey follow-up gets forgotten when it lives in a separate tool.
- Starts feedback outreach from one operational event
- Keeps contact details and survey timing in Delighted
- Reduces manual follow-up work
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Delighted in Notis once.
- 2Create an automation in Automations or by telling Notis what to do.
- 3Describe that qualifying new ClickUp tasks should create or update the person and schedule a survey.
- 4Pick ClickUp Task Created as the trigger.
- 5Choose a report channel, test with one real task, and review the run report.
Questions about this workflow
Can Notis decide which tasks qualify?
Yes. Tell Notis the task context or criteria in the instruction, and it can use the event details available from ClickUp.
What happens if the person already exists?
Delighted's Create or Update Person action updates the existing record and schedules the survey.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Delighted. A trigger fires from one place; an action lands in another.
Clickup 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
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Connect any two apps with Notis in the middle.
Clickup and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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