Keep new Outlook contacts feedback ready
Prepare important relationships for future customer feedback.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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 contacts sit in Outlook without a consistent customer feedback record.
- Creates a clean feedback audience
- Preserves contact context
- Removes duplicate data entry
Setup
Build it in a few focused steps.
- 1Connect Outlook and Delighted in Notis once.
- 2Create an automation named New contact feedback record.
- 3Tell Notis to create or update the matching Delighted person from each new Outlook contact and include available role or company context.
- 4Pick the New Contact Added trigger.
- 5Choose a report channel, then test with one new contact.
Questions about this workflow
Will every contact receive a survey?
No. Creating or updating a person does not require immediate survey delivery.
Can internal contacts be excluded?
Yes. Tell Notis to skip internal or personal contacts.
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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