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Check survey email readiness when a Jira project is added

A new project can be a useful reminder to check whether Delighted email Autopilot is active and review its current configuration.

Trigger

New Project

Triggered when a new project is added in Jira

Action

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.

Why this helps

A new project can start without anyone checking whether the existing feedback survey setup is active.

  • Retrieve current email Autopilot status when a project is created.
  • Bring the configuration check into the project setup flow.
  • Keep the result with the automation run report.

Setup

Build it in a few focused steps.

  • 1Connect Jira and Delighted once in the Notis portal.
  • 2Create an automation in the portal or tell Notis from any channel what outcome you want.
  • 3Ask Notis to retrieve Delighted email Autopilot configuration when a Jira project is added and report its status.
  • 4Pick Jira New Project as the trigger and choose where run reports go.
  • 5Test with one real new project event and review the configuration report.

Questions about this workflow

Does this turn on Autopilot?

No. The Delighted action retrieves the current email Autopilot configuration, including whether it is active.

Does Jira provide the project setup details for this check?

The workflow uses the new project event only as a reminder to retrieve Delighted configuration. It does not assume the event contains customer or survey settings.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Jira 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

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

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 Project

Triggered when a new project is added in Jira

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

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

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

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

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

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.

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

When this happens · Trigger

Do this · Action

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