Schedule a Delighted survey from a new customer onboarding file
Add an onboarding file to Drive and have Notis prepare a Delighted survey for the customer.
Trigger
File Created
Triggers when a new file is created in Google Drive.
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 feedback requests are easy to forget while you are handling onboarding tasks across files and apps.
- Create or update a Delighted person using contact details in the file.
- Schedule a survey email as part of the onboarding flow.
- Reduce manual follow-up after adding onboarding materials.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that a new onboarding file should be reviewed for customer contact details, then used to create or update the Delighted person and schedule a survey email.
- 4Pick the Google Drive File Created trigger and choose where run reports should go.
- 5Test with one real onboarding file that includes the contact details and properties you want to use.
Questions about this workflow
What if the file does not include an email address?
Notis can only create or update a Delighted person when the file provides enough contact information for the requested action. Specify how to handle files with missing details in your instruction.
Does this send the survey immediately?
The selected Delighted action schedules a survey email. The timing and delivery behavior follow the available Delighted action settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Delighted. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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