Make referral member follow-up easier to scan
Get a regular view of program members who may need follow-up, informed by the ServiceNow work your team is handling.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Member follow-up slips when updates are spread across support work and referral program screens.
- Build a predictable review rhythm.
- See relevant member context without repeated manual lookups.
- Give follow-up a clear place in the week.
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 ask Notis to set up the review.
- 3Describe in one instruction how ServiceNow work should inform the ReferralRock member list to retrieve and summarize.
- 4Choose a recurring schedule and a channel for run reports.
- 5Run one review and confirm the member list is useful.
Questions about this workflow
Does this automatically change member records?
No. This action retrieves program members for review; it does not modify them.
Can I choose the review cadence?
Yes. Select a recurring schedule such as weekly or daily when creating the automation.
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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