Pull Delighted people details from a Todoist review task
Get the contact view you need without opening another dashboard.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List People
Tool to retrieve all people for your account in creation order. Use when you need to list contacts, filter by email or phone number, or paginate through your people database. Supports cursor-based pagination via Link header and optional time-based filtering. Note: email and phone_number filters are mutually exclusive.
Why this helps
Contact checks stall when information is split between task notes and survey tools.
- Speeds up contact checks
- Returns a focused summary
- Keeps review requests in Todoist
Setup
Build it in a few focused steps.
- 1Connect Todoist and Delighted in Notis once.
- 2Create a contact review automation.
- 3Tell Notis to query Delighted people using the identifier in the new task and summarize matching records.
- 4Pick Todoist New Task Created as the trigger.
- 5Choose where reports go and test with one review task.
Questions about this workflow
Can it search by email or phone?
Yes. Delighted supports filtering by those contact details.
Does this change any Delighted data?
No. This workflow reads and summarizes people records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Delighted. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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