Give referral exceptions a careful first response
An unusual referral may need a thoughtful reply. Notis can prepare a Missive draft from the notice so you can review the facts before responding.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Referral exceptions are stressful to answer when the relevant details are scattered or the message starts blank.
- Start from the details included in the review notice.
- Avoid rushing a sensitive reply from a blank page.
- Keep the review and sending decision in your hands.
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 tell Notis to prepare a Missive draft when a referral-review notice arrives.
- 3Use one plain-language prompt to request a neutral reply draft based on the notice, without assuming an outcome.
- 4Select an incoming webhook trigger and a channel for run reports.
- 5Send one real review notice and confirm the draft accurately reflects the provided facts.
Questions about this workflow
Will Notis decide whether a referral is valid?
This workflow prepares a draft based on the notice. Review the case and decide what to communicate.
Can the reply be sent automatically?
No. The Missive action available here creates a draft for your review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Missive.