Make advocate re-engagement easier to begin
A thoughtful check-in can revive a useful relationship. Notis can turn an incoming ReferralRock notice into a Missive draft you can tailor.
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
Re-engagement is easy to defer when you have to reconstruct the relationship before writing.
- Put relevant notice context beside the draft.
- Make a personal check-in easier to start.
- Keep the tone and timing under your control.
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 check-in when an advocate re-engagement notice arrives.
- 3Describe the low-pressure message you want in one plain-language instruction and request a Missive draft.
- 4Pick an incoming webhook trigger and a channel for run reports.
- 5Send one real re-engagement notice and review the draft before using it.
Questions about this workflow
Can this identify inactive advocates on its own?
No. The workflow responds to a notice sent to its Notis webhook; your source or backend must identify the advocate.
Does the email send automatically?
No. It creates 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
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