Use SMS surveys when customers choose SMS
Record the customer's stated channel preference in Slack and use it to set up the matching feedback path.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
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.
Why this helps
Customer channel preferences can be easy to overlook when survey enrollment is handled later.
- Use SMS only when the Slack update explicitly records that preference.
- Enroll an identified customer for scheduled SMS surveys.
- Keep the preference and feedback handoff connected.
Setup
Build it in a few focused steps.
- 1Connect Slack and Delighted to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to build it in plain language.
- 3Give one instruction to add a customer to Delighted SMS Autopilot only when a channel update explicitly records their SMS preference and provides their phone number.
- 4Choose Channel Message Received and the run-report channel.
- 5Test with one real customer preference update.
Questions about this workflow
What information should the Slack update include?
It should clearly record the customer's SMS preference and provide the matching phone number.
Does this send a one-time text?
The action enrolls the person in Delighted SMS Autopilot for scheduled survey delivery.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Delighted. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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