Enroll new Coda contacts in Delighted
Keep new customer lists moving into feedback collection without manual imports.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
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
New contact documents sit untouched while survey follow-up gets delayed.
- Starts feedback collection quickly
- Keeps contact details and properties current
- Reduces manual CSV work
Setup
Build it in a few focused steps.
- 1Connect Coda and Delighted once in Notis.
- 2Create an automation and describe that contacts in each new Coda document should be created or updated in Delighted with a scheduled survey.
- 3Pick New Coda Document Trigger.
- 4Choose where run reports should go, then test with one real document.
Questions about this workflow
What if a contact has no email address?
Notis can report the missing contact detail for review instead of scheduling a survey.
Can document properties be used for segmentation?
Yes, ask Notis to preserve available properties when creating or updating each person.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Delighted. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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.
New Coda Document Trigger
Triggers when a new Coda document is created.
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.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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.
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 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.
Coda and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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