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Notis

Honor survey opt out requests from Outlook

Turn a clear customer request into an immediate preference update.

Trigger

New Outlook Message

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

Action

Unsubscribe Person

Tool to add a person to your unsubscribe list, preventing them from receiving any future surveys via email. Use when you need to permanently unsubscribe someone from all email surveys. This is functionally equivalent to the person clicking Unsubscribe within a survey.

Why this helps

Opt out requests in email can be missed while survey sends continue.

  • Acts quickly on explicit requests
  • Prevents unwanted email surveys
  • Removes manual preference updates

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Delighted in Notis once.
  • 2Create an automation named Survey opt out handler.
  • 3Tell Notis to act only on clear requests to stop Delighted survey emails, identify the person, and unsubscribe them in Delighted.
  • 4Pick the New Outlook Message trigger.
  • 5Choose a report channel, then test with one explicit opt out email.

Questions about this workflow

What if the request is ambiguous?

Tell Notis to skip it and report the message for human review.

Does this affect SMS surveys?

The listed action unsubscribes email surveys; handle SMS preferences separately.

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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