Keep prospect handoff decisions connected to the task
Make the chosen next step and its reasoning visible where the team will act on it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Task Comment
Adds a comment to a DART task.
Why this helps
A handoff can lose important decision context as work moves between people.
- Capture the decision and the reason behind it.
- Keep handoff details attached to the relevant task.
- Make the next action easier to understand for a teammate.
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 what decision to record, which prospect details to include, and which Dart task should receive the comment.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real handoff and review the comment for clarity.
Questions about this workflow
Can Notis decide who should own the lead?
Only when you provide routing rules and the required workspace details are available. Otherwise ask it to record the decision you supply.
Can the note be a threaded reply?
Yes. The action supports a threaded reply when a parent comment ID is supplied.
Will the comment alter the task itself?
No. It adds a comment to the specified Dart task.
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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