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Notis

Prepare a nurture workflow for verified prospects

A named CRM workflow can make a repeatable follow-up approach easier to organize when verified prospects are ready for nurture.

Trigger

Webhook received

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

Action

Create Workflow

Tool to create a new workflow (email automation sequence) in Salesflare. Use when you need to set up automated email sequences or campaigns for contacts. Only the workflow name is required; all other fields are optional for configuration.

Why this helps

When each batch of verified leads requires a fresh setup, follow-up planning adds avoidable overhead.

  • Make a repeatable nurture process easier to start.
  • Keep workflow setup connected to verified prospect intake.
  • Reduce the friction of organizing follow-up for a new segment.

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 Salesflare nurture workflow for qualifying leads.
  • 3Write one prompt defining the qualification condition and asking Notis to create a clearly named Salesflare workflow.
  • 4Choose an incoming webhook trigger and run-report channel, then create the automation.
  • 5Test with one qualifying result and confirm the workflow is created with the intended name.

Questions about this workflow

Does this send emails automatically?

The listed action creates a Salesflare workflow. Do not assume it configures every sequence step or enrolls contacts unless that behavior is separately supported.

Should all verified leads enter nurture?

No. Set a clear qualification condition in the prompt and review the workflow before using it.

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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