Enroll milestone customers in email Autopilot
Keep feedback collection running after the first meaningful outcome.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Customers who reach success milestones are often missing from ongoing survey programs.
- Builds a durable feedback audience
- Adds context for segmentation
- Keeps enrollment timely
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Delighted in Notis once if needed for your account.
- 2Create an automation named Milestone email Autopilot.
- 3Tell Notis to add or update the webhook customer in Delighted email Autopilot and retain the milestone context as properties when available.
- 4Choose a Notis webhook trigger.
- 5Choose a report channel and test with one milestone event.
Questions about this workflow
Does this replace an existing Autopilot membership?
Notis should update the existing person rather than create a duplicate.
Can the workflow use product properties?
Yes. Ask Notis to retain properties present in the webhook payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Delighted. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
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.
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.
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.
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.
Timelinesai and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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