Send new Outlook leads a Delighted survey
Capture early feedback while a new lead is still engaged.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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 leads get added manually, so feedback invitations are easy to forget.
- Adds qualified leads without copy and paste
- Keeps survey timing consistent
- Reduces missed feedback opportunities
Setup
Build it in a few focused steps.
- 1Connect Outlook and Delighted in Notis once.
- 2Create an automation named New lead survey.
- 3Tell Notis to identify genuine new lead messages, extract the contact details, and create or update that person in Delighted with a scheduled survey.
- 4Pick the New Outlook Message trigger.
- 5Choose a report channel, then test with one real lead email.
Questions about this workflow
Can Notis ignore newsletters and automated mail?
Yes. Tell the automation to process only messages that show a genuine sales or partnership inquiry.
What if the email has no usable address?
Notis can skip it and report that the contact details were missing.
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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