Make referral reward updates easier to send
Reward questions are easier to handle when the latest status is ready to explain. Notis can prepare a Missive draft from an incoming ReferralRock notice.
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
Reward status questions can trigger a tool search before you can give an advocate a useful answer.
- Start with the status already included in the incoming notice.
- Give advocates a consistent, understandable update.
- Review sensitive reward details before sending.
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 prepare a Missive draft when a reward-status notice arrives.
- 3Write one plain-language instruction describing the update to draft and the details to mention when present.
- 4Choose the incoming webhook trigger and a channel for run reports.
- 5Test with one real reward-status notice and verify the draft's details.
Questions about this workflow
Can this workflow verify reward eligibility?
It can use the information in the notice you send to Notis. Confirm the source provides the status you want included.
Does the draft go directly to the advocate?
No. It is created in Missive for you to review and send.
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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