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Notis

Help members reach their referral portal

Prepare a member's access link when a request signals they need help reaching the referral experience.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Generate Member Access URLs

Tool to generate member access URLs for custom share experience or secure portal embedding. Use when you need to create unique access and share links for members with optional expiration time.

Why this helps

A member access request can get buried while you search for the right portal information and return to the request.

  • Prepare access links in response to an identified need.
  • Reduce the search and context switching around member help requests.
  • Support a smoother referral portal experience.

Setup

Build it in a few focused steps.

  • 1Connect ServiceNow and ReferralRock to Notis once in the portal.
  • 2Create an automation in the portal or tell Notis how to respond to portal access requests.
  • 3Describe in one instruction how to identify the member and generate their ReferralRock access URLs when the ServiceNow event confirms the need.
  • 4Select an incoming webhook trigger and a channel for run reports.
  • 5Test with one real request and confirm the result is for the intended member.

Questions about this workflow

What does this action generate?

It generates member access URLs for a custom sharing experience or secure portal embedding, with optional expiration.

Does it create a permanent password?

No. The action generates access URLs; it is not described as creating a permanent password.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ServiceNow to ReferralRock. A trigger fires from one place; an action lands in another.

ServiceNow triggers

ReferralRock actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Remove Email from Unsubscribe List

Tool to remove an email address from the unsubscribe list. Use when you need to resubscribe an email address that was previously unsubscribed.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Webhook

Tool to delete a webhook subscription. Use when you need to cancel and stop data transmission to a registered webhook URL.

ActionInstant

Delete Members from Program

Tool to delete members from a referral program. Use when you need to remove one or more members. Each member requires either valid primaryInfo (memberId or referralCode) OR both secondaryInfo (externalIdentifier or email) and tertiaryInfo (program details) to be uniquely identified.

ActionInstant

Delete Referral

Tool to delete one or more referrals from a referral program. Use when you need to remove referrals by their unique ID or other identifying information. Each referral is deleted only when it can be uniquely identified.

ActionInstant

Delete Rewards

Tool to delete rewards from members or referrals in a referral program. Use when you need to remove one or more rewards from the system.

ActionInstant

Get Email Unsubscribed Status

Tool to check if an email address is unsubscribed from communications. Use when you need to verify unsubscribe status before sending emails.

ActionInstant

Get Webhook History for Event

Tool to retrieve webhook history for a specific event. Use when you need to check the delivery status and details of webhooks for a particular event type.

ActionInstant

List Program Members

Tool to list program members with filtering and pagination. Use when you need to retrieve member information, optionally filtering by program, search query, status, or date range. Supports sorting and pagination for large datasets.

ActionInstant

Connect any two apps with Notis in the middle.

ServiceNow and ReferralRock, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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