Welcome new referral advocates with less inbox effort
A new advocate should not get lost between signup and your next inbox check. Let Notis prepare a Missive welcome draft when your referral signup 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
Remembering to welcome every new advocate means another manual check and another context switch.
- Prepare a timely welcome without interrupting focused work.
- Keep the message in Missive for review before sending.
- Reduce the chance that a new advocate is overlooked.
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 conversationally to prepare a Missive welcome when a signup notice arrives.
- 3Use one plain-language instruction to include the signup context and keep the message as an editable draft.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Send one real signup example to the webhook and review the resulting draft.
Questions about this workflow
Does ReferralRock provide a trigger for this workflow?
No. Notis starts this workflow through an incoming webhook. Configure ReferralRock or a custom backend to send the signup notice to that webhook.
Will the welcome email send automatically?
No. The Missive action creates a draft 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
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.