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Notis

Keep company context with verified contacts

Capture the verified person and the context that helps you recognize why they belong in your CRM, all from one incoming result.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

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.

Why this helps

A bare email address offers little help when you return later to decide who to contact and why.

  • Make newly created contacts easier to understand later.
  • Carry along useful company and role details when available.
  • Avoid repeating research before starting follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Listclean and Salesflare to Notis through the portal once.
  • 2Create a new automation in the portal or ask Notis to capture verified prospects with context.
  • 3Write a single prompt asking Notis to create a Salesflare contact from verified webhook results and include available company or role context.
  • 4Select the incoming webhook trigger and a run-report channel, then create the automation.
  • 5Test using a result with known context and inspect the new contact in Salesflare.

Questions about this workflow

What if company or role context is absent?

Ask Notis to use the available verified details and avoid inventing missing information.

Does the workflow enrich the lead beyond the result?

It uses the information available from the connected tools and incoming result; it should not assume unavailable facts.

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.

TriggerScheduled

Add Account Contacts

Tool to add contacts to a specific account in Salesflare. Use when you need to link existing contacts to an account.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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).

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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).

ActionInstant

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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