Keep bulk cleaning outcomes with account history
A short record of what changed in a list can help you make sense of later outreach decisions without reopening the original report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Internal Note
Tool to create an internal note in Salesflare associated with an account. Use when you need to add notes for tracking interactions or important information about an account.
Why this helps
After bulk cleanup, the reasoning and outcome can disappear into a report that is hard to find later.
- Preserve the outcome of important list cleanup work.
- Keep account history useful for future outreach decisions.
- Avoid repeating analysis just to remember what changed.
Setup
Build it in a few focused steps.
- 1Connect Listclean and Salesflare to Notis through the portal once.
- 2Create an automation in the portal or ask Notis to save completed bulk cleaning summaries.
- 3Give Notis a single instruction to add a concise internal note to the clearly matched Salesflare account when a Listclean webhook reports a completed cleaning run.
- 4Select an incoming webhook trigger and report channel, then create the automation.
- 5Test with a real completed run and check the note content and account match.
Questions about this workflow
Can the note contain the full bulk list?
A concise summary is generally more useful for an account note. Do not include sensitive list data unless your process explicitly requires it.
What if the run includes multiple companies?
Have Notis report ambiguous or multi-account results for review unless the correct account association is clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Listclean to Salesflare. A trigger fires from one place; an action lands in another.
Listclean triggers
Salesflare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Account Contacts
Tool to add contacts to a specific account in Salesflare. Use when you need to link existing contacts to an account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Tool to create a new account in Salesflare. Use when you need to add a new company or organization to your CRM. If update_if_exists is true and an account with matching domain exists, it will be updated instead of creating a duplicate.
Create call
Tool to create one or more call records in Salesflare. Use when logging calls with contacts or accounts. Each call requires a date and participants list (can be empty for call log sync).
Create Contact
Tool to create new contacts in Salesflare. Use when you need to add contact records to the system. Accepts single or multiple contacts. If creating one contact, response contains a single object; if multiple, an array is returned.
Create Custom Field
Creates a new custom field for accounts, contacts, or opportunities in Salesflare. Use when you need to add custom data fields to track specific information.
Create Internal Note
Tool to create an internal note in Salesflare associated with an account. Use when you need to add notes for tracking interactions or important information about an account.
Create Meeting
Create a new meeting record in Salesflare. Use when scheduling meetings with contacts or logging past meetings/calls. Supports both live meetings and phone calls with customizable details.
Create Opportunity
Tool to create a new opportunity in Salesflare. Use when you need to add a sales opportunity or deal to the system. An opportunity represents a potential sale associated with an account (company).
Connect any two apps with Notis in the middle.
Listclean and Salesflare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesflare.