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Notis

Keep referral program details easy to find

Put program names and details in a recurring review so you can orient quickly before planning referral work.

Trigger

Recurring schedule

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

Action

List Referral Programs

List all referral programs in ReferralRock. Use this to retrieve details about available referral programs with pagination support.

Why this helps

When program details are scattered across tools, starting a review can take longer than making the decision.

  • Get program details into a familiar review rhythm.
  • Spend less time rediscovering program context.
  • Make it easier to connect operational priorities to referral programs.

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 to prepare a periodic inventory.
  • 3Describe in one instruction which program information to retrieve and how to summarize it with ServiceNow context.
  • 4Choose a recurring schedule and a channel for run reports.
  • 5Test with one real program inventory run.

Questions about this workflow

Does the workflow create programs?

No. The listed ReferralRock action retrieves the programs available for review.

Can the list be paginated?

The action supports pagination for program lists; describe the amount of information you need in the instruction.

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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