Review list quality context each month
A monthly checkpoint helps you spot recurring quality issues and keep their account context close to CRM decisions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Small deliverability problems can persist because each report is reviewed in isolation and then forgotten.
- Create a repeatable checkpoint for list health.
- Keep recurring account concerns visible over time.
- Reduce the work of reconstructing the previous review.
Setup
Build it in a few focused steps.
- 1Connect Listclean and Salesflare to Notis once in the portal.
- 2Create a new automation in the portal or ask Notis to prepare a monthly list quality review.
- 3Give Notis one instruction to review current Listclean health findings and add a concise internal note to each clearly matched Salesflare account.
- 4Choose a monthly recurring trigger and a channel for run reports, then create the automation.
- 5Run one real review and confirm notes appear only on accounts that can be matched confidently.
Questions about this workflow
Can one run add notes to multiple accounts?
The prompt can ask Notis to summarize findings for clearly matched accounts. Test the result and keep ambiguous matches in the run report for review.
How often does it run?
Set the Notis schedule to monthly when creating the automation.
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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