Move deal milestones into a clear delivery next step
When a deal reaches a milestone that needs team action, turn the supplied details into a Dart task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task in DART.
Why this helps
A deal can advance while the operational work needed to support it remains unassigned or forgotten.
- Capture delivery work triggered by a deal milestone.
- Include relevant deal details from the webhook request.
- Give the team a visible starting point for onboarding or fulfillment.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Dart once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, tell Notis which deal milestones warrant a Dart task and what useful context to include.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real deal milestone and review the created task.
Questions about this workflow
Which deal milestones can trigger a task?
Use the milestones your ActiveCampaign setup sends to the Notis webhook, and state the conditions in the automation instruction.
Will it assign a team member automatically?
Only request assignment when you provide a reliable rule and the Dart workspace supports the intended assignee. Otherwise, create the task with the handoff context for triage.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Dart. A trigger fires from one place; an action lands in another.
Active campaign triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Adds a comment to a DART task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Attachment From URL
Downloads a file from a URL and attaches it to a task asynchronously.
Add Task Time Tracking
Records time spent on a DART task.
Create Doc
Creates a new document in Dart.
Create Task
Creates a new task in DART.
Delete Doc
Moves a Dart document to the recoverable trash.
Delete Task
Moves a Dart task to the recoverable trash.
Get User Space Configuration
Retrieves workspace configuration, including available boards and statuses.
Connect any two apps with Notis in the middle.
Active campaign and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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