Send a Delighted survey after a WhatsApp conversation
Capture customer feedback while the conversation is still fresh. A new WhatsApp message can prompt Notis to update the contact in Delighted and schedule a survey.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
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.
Why this helps
Customer conversations happen in WhatsApp, while feedback requests live elsewhere, making it easy to forget to follow up.
- Reduce manual follow-up after customer conversations.
- Keep contact updates and survey scheduling in one workflow.
- Use the WhatsApp message context to guide the survey follow-up.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe that a new WhatsApp message should create or update the person in Delighted and schedule an appropriate survey.
- 4Choose the WhatsApp New Message Received trigger and select where run reports should go.
- 5Test with one real WhatsApp message and review the run report.
Questions about this workflow
Does this trigger run when someone sends a WhatsApp message?
Yes. It uses the New Message Received event, which is delivered in real time through the WhatsApp Cloud API webhook.
Can Notis identify a customer's Delighted contact from the message alone?
Notis can use details present in the message and available conversation context. If matching requires an email or phone number that is missing, provide a rule for how to handle that case.
Can the survey include custom properties?
The Create or Update Person action supports custom properties. Tell Notis which relevant details to include, using only information available from the WhatsApp conversation or supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Delighted. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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 Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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