Keep opportunity stakeholders in Delighted Email Autopilot
As opportunities progress, keep relevant people ready for ongoing feedback surveys with a simple Notis instruction.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Keeping survey audiences current as deals change takes attention away from moving the opportunity forward.
- Refresh Delighted person properties as opportunities are updated.
- Reduce manual audience maintenance across Salesforce and Delighted.
- Give Notis a plain language rule for who should be enrolled.
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, describe which updated opportunities should add or update the relevant person in Delighted Email Autopilot and what properties to include.
- 4Pick New or Updated Opportunity, choose where run reports should go, and test with one real opportunity.
Questions about this workflow
Does this send an immediate survey?
This action adds a person to or updates their Delighted Email Autopilot properties for email-based surveys. It is intended for Autopilot enrollment and updates.
How does Notis know which person belongs to the opportunity?
Specify the association and information Notis should use in your instruction. If the event payload does not provide the needed person details, supply them in the instruction or your process.
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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