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Capture feedback after customer launches

Turn launch milestones into a clear feedback checkpoint.

Trigger

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

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

Launch follow up depends on remembering which customers need a survey.

  • Creates a repeatable launch feedback step
  • Uses calendar context to identify the audience
  • Keeps post launch learning organized

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Delighted in Notis once.
  • 2Create an automation named Launch feedback checkpoint.
  • 3Tell Notis to inspect each new launch event, identify named external attendees or customers, and create or update them in Delighted with a survey scheduled after launch.
  • 4Pick the New Calendar Event trigger.
  • 5Choose a report channel, then test with one launch event.

Questions about this workflow

What if the event has no customer attendee?

Notis can report the missing audience and skip the action.

Can the survey timing follow the event date?

Yes. State the desired delay in the automation instruction.

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.

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 Contact Added

Triggered when a new contact is added in the Outlook contacts.

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

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

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

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

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

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

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

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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