Help advocates finish setup with a friendly nudge
A short, considerate reminder can help an advocate complete their profile. Let Notis prepare the Missive draft when the relevant notice arrives.
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
Following up on incomplete profiles competes with the many small tasks that already fill a founder's day.
- Make a follow-up easier to send at the right moment.
- Keep the tone friendly and consistent.
- Review the draft before contacting an advocate.
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 draft a profile-completion reminder when the notice arrives.
- 3Describe the desired friendly reminder in a single plain-language instruction and ask Notis to save it as a draft.
- 4Pick an incoming webhook trigger and select a channel for run reports.
- 5Send one real incomplete-profile notice to the webhook and review the draft.
Questions about this workflow
Does ReferralRock send this trigger to Notis by itself?
Not through an integration trigger in this workflow. Set up a ReferralRock webhook or custom backend to send the notice to Notis.
Does Notis send the reminder?
No. Missive saves the reminder as a draft for 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.