See customer feedback context beside incoming email
Know the relationship history before you reply.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
You open a customer email without knowing whether they have shared feedback before.
- Improves reply context
- Makes prior feedback easier to find
- Cuts manual searching
Setup
Build it in a few focused steps.
- 1Connect Outlook and Delighted in Notis once.
- 2Create an automation named Incoming customer context.
- 3Tell Notis to identify the customer from each relevant Outlook message, look them up in Delighted, and report matching person details and available context.
- 4Pick the New Outlook Message trigger.
- 5Choose a report channel, then test with one customer email.
Questions about this workflow
What if there is no matching person?
Notis can report that no Delighted person was found for review.
Does it create new people?
No. This workflow only looks up existing records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Delighted. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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 Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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