Keep pending referral payouts from going unnoticed
Bring pending payouts into a regular review so reward administration does not depend on remembering to check another system.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Pending Payouts
Tool to get pending payouts for a member or recipient. Use when you need to retrieve pending payout information, optionally filtering by recipient and including ineligible rewards.
Why this helps
A payout waiting in a separate dashboard can linger because it is easy to forget another manual check.
- Put payout checks on a dependable schedule.
- See outstanding items before they become stale.
- Reduce the number of dashboards to remember to open.
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 what to review.
- 3Describe in one instruction how to retrieve pending payouts and relate them to the ServiceNow context that matters.
- 4Select a recurring schedule and a channel for run reports.
- 5Test with one real review and confirm the returned items are actionable.
Questions about this workflow
Can the review include ineligible rewards?
The pending payout action supports an option to include ineligible rewards; describe the desired review in the prompt.
Does this issue payouts?
No. It retrieves pending payout information for review.
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.
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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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