Keep referral details current as verified corrections arrive
Let verified updates flow into the matching referral record, so corrections do not become another task to track.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Referral Details
Tool to update referral details in a referral program. Use when you need to modify existing referral information such as contact details, status, notes, or custom fields. Requires either a referralId OR both secondaryInfo and tertiaryInfo to identify referrals. Supports bulk updates by providing multiple update items.
Why this helps
A small contact correction can linger because remembering to update a second system takes another context switch.
- Apply verified corrections while the relevant context is available.
- Reduce duplicate edits across systems.
- Keep referral records more useful for follow-up.
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 how to handle verified corrections.
- 3Write one instruction to update the uniquely identified referral with the verified details in the incoming ServiceNow event.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real correction and confirm the matching referral was identified.
Questions about this workflow
How does ReferralRock identify the referral?
The update action requires a referral ID or sufficient identifying information, including secondary and program details.
Can it update status as well as contact information?
The action supports updates to referral details including contact information, status, notes, or custom fields.
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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