Reconcile customer contacts across ClickUp and Delighted
Keep the people who should hear from you visible and consistent.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List People
Tool to retrieve all people for your account in creation order. Use when you need to list contacts, filter by email or phone number, or paginate through your people database. Supports cursor-based pagination via Link header and optional time-based filtering. Note: email and phone_number filters are mutually exclusive.
Why this helps
Contact lists drift between project work and survey tooling, causing missed feedback opportunities.
- Finds missing or stale contact coverage
- Creates a regular audience audit
- Reduces spreadsheet reconciliation
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Delighted in Notis once.
- 2Create a scheduled automation and describe the reconciliation report.
- 3Tell Notis to list Delighted people and compare them with the ClickUp customer context you provide.
- 4Pick a recurring schedule as the trigger.
- 5Choose a report channel and test with one reconciliation run.
Questions about this workflow
Can I filter by email or phone?
Yes. Include the supported Delighted filters in the instruction.
Does listing people change records?
No. This action retrieves people for comparison and review.
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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