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Add renewal customers to Delighted Autopilot from Todoist

Make renewal feedback part of the process instead of another reminder.

Trigger

New Task Created

Trigger when a new task is added to Todoist.

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

Renewal feedback is often missed because enrollment happens after the busy work starts.

  • Creates a repeatable renewal feedback loop
  • Adds customer context as properties
  • Cuts repetitive enrollment work

Setup

Build it in a few focused steps.

  • 1Connect Todoist and Delighted in Notis once.
  • 2Create an automation for renewal feedback enrollment.
  • 3Describe how Notis should identify renewal tasks and add or update the person in Autopilot email.
  • 4Choose Todoist New Task Created as the trigger.
  • 5Select a report destination and test with one renewal task.

Questions about this workflow

Can custom task text become Delighted properties?

Yes, when the information is present in the task and you describe how Notis should interpret it.

Does this send a survey immediately?

Autopilot enrollment follows Delighted's configured schedule.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Task Created

Trigger when a new task is added to Todoist.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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