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Use WhatsApp replies to manage Delighted SMS survey enrollment

Let customers respond in WhatsApp, then keep Delighted SMS survey enrollment up to date based on the choice they made.

Trigger

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

Action

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.

Why this helps

A customer's clear response can get lost when someone has to manually carry it from WhatsApp into a separate feedback tool.

  • Act on button and list replies without re-reading chats.
  • Keep survey enrollment aligned with the customer's stated choice.
  • Reduce manual contact updates across messaging and feedback tools.

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 how an interactive reply should update Delighted SMS Autopilot membership or person properties, based on the reply and available contact details.
  • 4Choose the WhatsApp Interactive Reply Received trigger and select where run reports should go.
  • 5Test with one real interactive reply and review the run report.

Questions about this workflow

What counts as an interactive reply?

A customer tapping a quick-reply button or selecting an option from an interactive list message you sent.

Will every reply enroll the person in SMS Autopilot?

Only if that is the outcome you describe. You can instruct Notis to use the reply meaning and available contact details to decide whether to add or update the person.

Does this send an SMS survey immediately?

The Add Person to Autopilot SMS action enrolls a person or updates their properties for scheduled SMS surveys. It does not promise an immediate survey delivery.

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.

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

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

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

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.

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

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

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

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.

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

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.

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

When this happens · Trigger

Do this · Action

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