Prevent duplicate feedback contacts
Know whether a customer is already in Delighted before enrolling them.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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
New cards can create duplicate survey contacts and split customer history.
- Reduces duplicate records
- Preserves feedback history
- Makes enrollment decisions clearer
Setup
Build it in a few focused steps.
- 1Connect Trello and Delighted once in Notis.
- 2Create a new automation in Automations.
- 3Tell Notis to list Delighted people and report whether the card's customer already exists.
- 4Pick Trello New Card Trigger and choose a report channel.
- 5Test with one real customer card.
Questions about this workflow
Does this create a person if none is found?
No. It only checks the people list; pair it with a separate enrollment workflow if needed.
Can it search by email?
Yes, when the card provides an email address.
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.
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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
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.
New Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Delighted.