Bring new Salesforce leads into Delighted Email Autopilot
Keep feedback outreach ready from the first lead record. Notis can add or update the person in Delighted Email Autopilot.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
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.
Why this helps
When leads are handled in one system and survey audiences in another, promising feedback opportunities can slip through.
- Reduce manual enrollment work for new leads.
- Keep survey audience properties aligned with lead details.
- Give Notis clear criteria for who belongs in Autopilot.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Delighted once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3In one instruction, ask Notis to add or update each new lead as a person in Delighted Email Autopilot and specify relevant properties.
- 4Pick New Lead Trigger, choose where run reports should go, and test with one real lead.
Questions about this workflow
Does this action create a one-time survey request?
No. Add Person to Autopilot Email enrolls a person or updates their properties for email-based Autopilot surveys.
What if a new lead does not have an email address?
The instruction should account for the details available in your Salesforce lead. Supply any required person identifier that the event does not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Delighted. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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