Step back and review referral conversations each quarter
A longer reporting window can reveal recurring questions and communication patterns that are hard to notice week to week.
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
Day-to-day messages make it hard to step back and see how referral conversations are changing over time.
- Create a recurring point for a higher-level review.
- Use one defined quarter-long reporting window.
- Make recurring themes easier to discuss with your team.
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 quarterly Missive analytics report for referral conversations.
- 3Use one plain-language instruction to name the quarter range and desired report filters.
- 4Select a recurring quarterly trigger and choose a channel for run reports.
- 5Generate one report for a completed quarter and check its coverage.
Questions about this workflow
Does a quarterly report analyze ReferralRock campaign performance?
The action creates a Missive analytics report. ReferralRock campaign metrics are not generated by this Missive action.
Can the report be shared with a team?
The action creates a report in Missive. Use the report's available sharing options after creation.
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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