Give referral work a monthly review slot
A monthly report creates one calm place to look back at referral conversations and notice what may need attention next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Analytics Report
Tool to create an analytics report. use when you need to generate a report over a specific time range with optional filters. returns a report id for later retrieval.
Why this helps
Without a review rhythm, small follow-ups and recurring questions can disappear into the inbox.
- Make review time easier to protect on the calendar.
- See referral conversation activity over a defined window.
- Create a repeatable routine for deciding what needs follow-up.
Setup
Build it in a few focused steps.
- 1Connect ReferralRock and Missive to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to create a monthly Missive analytics report for referral conversations.
- 3State the monthly date range and any relevant filters in a single plain-language instruction.
- 4Select a recurring schedule trigger and choose where run reports should appear.
- 5Generate one report for a recent month and confirm its range and focus.
Questions about this workflow
Will this report tell me which ReferralRock rewards were paid?
No. This action creates a Missive analytics report. Reward payment details need to be available from another source or reviewed separately.
How often does it run?
Set the Notis cron trigger to the monthly schedule that suits your review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ReferralRock to Missive. A trigger fires from one place; an action lands in another.
ReferralRock triggers
Missive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Analytics Report
Tool to create an analytics report. use when you need to generate a report over a specific time range with optional filters. returns a report id for later retrieval.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Tool to create a new draft in missive. use after preparing message details to save a draft (email, sms, whatsapp, or live chat) for later editing or scheduling.
Send Missive Message
Tool to send a new message in a missive conversation. use after selecting the target conversation id.
Create Webhook
Tool to create a webhook subscription. use after choosing event type and target url.
Delete Webhook
Tool to delete a webhook subscription by webhook id. use after confirming the webhook id; this operation cannot be undone.
List Team Members
Tool to list members of a team. use when you need to retrieve all members for a specific team.
List Missive Teams
Tool to list all teams. use when you need to retrieve and enumerate all teams available in missive.
List Missive Users
Tool to list all users. use after authentication when you need to retrieve all users in the organization.
Connect any two apps with Notis in the middle.
ReferralRock and Missive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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