Pull the Delighted SMS roster into a Todoist report
Get a clean membership snapshot without hunting through settings.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
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.
Why this helps
SMS enrollment reviews take too long when the roster is not easy to access.
- Speeds up roster audits
- Supports targeted cleanup
- Keeps review requests visible
Setup
Build it in a few focused steps.
- 1Connect Todoist and Delighted in Notis once.
- 2Create a membership review automation.
- 3Tell Notis to list the relevant Delighted Autopilot SMS memberships and summarize them.
- 4Choose Todoist New Task Created as the trigger.
- 5Select a report channel and test with one roster task.
Questions about this workflow
Can it filter the membership list?
Ask Notis to apply the person details or pagination context available from Delighted.
Does it modify memberships?
No. This workflow only retrieves the roster.
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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