Create referrals when ServiceNow confirms a qualified lead
Move a qualified lead into the referral program without pausing to re-enter referral details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create New Referral
Tool to create a new referral in ReferralRock based on a member's referral code. Use when you need to add a referral to a program, providing details like contact information, transaction amount, and custom fields.
Why this helps
A qualified lead can fall out of the process when referral recording competes with customer work.
- Record qualifying leads as referrals promptly.
- Keep referral attribution connected to the member's code.
- Spend less time re-entering lead information.
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 the outcome you want.
- 3In one plain-language prompt, ask Notis to create a ReferralRock referral for a lead only when the incoming event confirms qualification, using the referring member's code.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test the instruction with one real qualified example.
Questions about this workflow
What starts this automation?
An external tool or custom backend sends a request to the Notis webhook; ServiceNow itself has no trigger event in this setup.
Can it create referrals for unqualified leads?
Describe the qualification condition in the prompt so Notis acts only on the intended event.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Webhook
Tool to delete a webhook subscription. Use when you need to cancel and stop data transmission to a registered webhook URL.
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.
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.
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.
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.
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.
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.
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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