Start the day with a clear verified lead queue
A short daily catch-up task can turn a growing verification stream into one manageable review point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Tool to create a new task in Salesflare. Use when you need to add a task or to-do item to the system. Tasks help track follow-ups, calls, meetings, and other action items.
Why this helps
A steady trickle of verified leads can create a vague backlog that is hard to prioritize.
- Give new verified leads a regular review window.
- Reduce repeated checking across tools.
- Make the next sales action visible at the start of the day.
Setup
Build it in a few focused steps.
- 1Connect Listclean and Salesflare to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to prepare a daily lead catch-up task.
- 3Tell Notis in one prompt to check for verified Listclean leads awaiting follow-up and create a concise Salesflare task summarizing the queue.
- 4Select a daily workday schedule and a channel for run reports, then create the automation.
- 5Run it once and review the task to ensure it reflects current leads accurately.
Questions about this workflow
Will this create one task per lead?
The prompt can ask for one summary task to keep the queue manageable, or separate tasks if your process requires individual ownership.
Can it run only on workdays?
Choose a recurring schedule that runs on your workdays when configuring the Notis trigger.
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
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