Keep referral status current when a decision is confirmed
When ServiceNow records a clear outcome, update the referral status so the program record reflects the latest decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Referral Status
Tool to update referral status in ReferralRock. Use when you need to change a referral's status to pending, qualified, approved, or denied. Note: This endpoint is deprecated; use POST /api/referral/update instead.
Why this helps
A confirmed decision loses its value when the referral status is left behind in another system.
- Reflect confirmed outcomes in referral records.
- Avoid leaving status updates on a manual follow-up list.
- Keep program reviews grounded in current decisions.
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 handle confirmed outcomes.
- 3In one instruction, tell Notis how the ServiceNow outcome should update the matching referral to a supported status.
- 4Select an incoming webhook trigger and a channel for run reports.
- 5Test with a real confirmed outcome and inspect the updated referral.
Questions about this workflow
Which referral statuses are supported?
The action supports pending, qualified, approved, or denied.
How is the referral matched?
Describe the referral identifier available in the event so Notis can find the intended record.
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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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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