Get a calmer, clearer referral pipeline review
Bring current referral activity into a regular review, with ServiceNow context available to help prioritize follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Referrals
Tool to list referrals with filtering and pagination options. Use when you need to retrieve referrals from ReferralRock, optionally filtered by program, member, date range, status, or search query. Supports sorting and pagination.
Why this helps
A referral pipeline is easy to neglect when customer work and program tracking live in separate places.
- See referrals in a predictable review cycle.
- Prioritize follow-up with relevant customer context.
- Reduce ad hoc searching across systems.
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 a recurring review.
- 3Use one instruction to describe the referrals to retrieve and how ServiceNow work should inform the summary.
- 4Choose a schedule and a channel for run reports.
- 5Test the review with a real referral period and confirm the results.
Questions about this workflow
Can I review referrals by status or date?
The action supports filters such as program, member, date range, and status; describe the scope you want.
Does this update referral status?
No. This workflow retrieves referrals for a 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.
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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