Put high-fit company research into your Dart workflow
Focus research time on companies that match the criteria you care about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a new task in DART.
Why this helps
Broad prospect lists can pull attention away from the companies most relevant to your business.
- Apply your stated fit criteria to available company data.
- Create a clear research task for selected companies.
- Keep a useful reason for selection with each task.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dart once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Tell Notis your company fit criteria and to create a Dart research task for each matching available company, stating the matching evidence.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real company record and confirm the evidence supports the fit decision.
Questions about this workflow
Can Notis use an ideal customer profile?
Yes. Include the profile criteria in the instruction and use attributes available through Aeroleads.
Will it know company revenue or size if not provided?
No. Ask Notis to mark those details as unavailable when they are not present in the available data.
Can it create tasks for companies that do not match?
Set the instruction to create tasks only when the evidence satisfies your defined criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dart. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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