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Check survey readiness when launching a board

Start new work with feedback settings understood.

Trigger

New Board Trigger

Triggered when a board is created in the specified workspace

Action

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.

Why this helps

New initiatives launch before anyone checks whether recurring email surveys are configured.

  • Creates a repeatable launch check
  • Makes configuration visible early
  • Reduces setup surprises

Setup

Build it in a few focused steps.

  • 1Connect Trello and Delighted once in Notis.
  • 2Create a new automation in Automations.
  • 3Tell Notis to retrieve email Autopilot configuration and report readiness for the new board.
  • 4Pick Trello New Board Trigger and choose a report channel.
  • 5Test with one new board event.

Questions about this workflow

Does this change Autopilot settings?

No. It only retrieves the current configuration.

Can the report include the board name?

Yes, if the event supplies it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Trello to Delighted. A trigger fires from one place; an action lands in another.

Trello 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

Card Archived Trigger

Triggered when a card is archived in the specified board

TriggerInstant

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

New Activity Trigger

Triggered when there is activity in Trello.

TriggerInstant

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

New Board Trigger

Triggered when a board is created in the specified workspace

TriggerInstant

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

New Card Trigger

Triggered when a card is created in the specified board

TriggerInstant

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

Card Updated Trigger

Triggered when a specific card is updated

TriggerInstant

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.

Trello and Delighted, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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