Turn WhatsApp leads into Delighted survey contacts
Capture early feedback while the conversation is still fresh.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
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.
Why this helps
Promising leads get lost between WhatsApp chats and customer feedback tools.
- Keeps lead feedback in one place
- Schedules a timely survey
- Reduces manual CRM entry
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Delighted in Notis once.
- 2Create an automation named WhatsApp lead survey.
- 3Tell Notis to identify a lead in each new WhatsApp message, create or update the person in Delighted, and schedule a survey email.
- 4Pick the Timelinesai New WhatsApp Message Received trigger.
- 5Choose a report channel, then test with one real lead message.
Questions about this workflow
What if the message is not from a lead?
Tell Notis to act only when the message clearly indicates a new lead or sales inquiry.
Can Notis personalize the survey?
Yes. Ask Notis to include relevant details from the message as person properties when available.
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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