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Notis

Keep list health context with the Salesflare account

A short weekly health summary can keep deliverability context close to the account details you already use to plan outreach.

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

List health findings can live far from the customer record, making it harder to remember why outreach needs care.

  • Keep list quality context alongside account information.
  • Review deliverability findings without hunting through separate reports.
  • Create a predictable weekly review point.

Setup

Build it in a few focused steps.

  • 1Connect Listclean and Salesflare to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis to set up a weekly list health summary.
  • 3Tell Notis in one plain-language prompt to obtain the current Listclean health report and add a concise internal note to the relevant Salesflare account.
  • 4Select a recurring schedule, choose a channel for run reports, and create the automation.
  • 5Run it once with a real report and verify the note is attached to the intended account.

Questions about this workflow

Does Listclean provide a schedule trigger?

No Listclean integration trigger is provided for this workflow. Notis starts it on a recurring schedule and uses its connected tools to retrieve the report.

What if an account cannot be identified?

Have the prompt ask Notis to report the missing match for review rather than creating a note on an uncertain account.

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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