Keep the qualification decision with the work
Make the reason for a prospect decision easy to revisit when the task comes back around.
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 lead may look promising later, but the original reason for prioritizing it can be forgotten.
- Capture the basis for prioritization using available information.
- Make a later review faster and more consistent.
- Keep decision context beside the related Dart 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 to assess the prospect against your stated qualification criteria and comment on the specified Dart task with the rationale and any uncertainty.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect and task, then verify that the rationale cites available details.
Questions about this workflow
Can it use our qualification rules?
Yes. Include the rules in the automation instruction or the webhook request.
Will it make a decision when details are missing?
Ask Notis to state uncertainty or missing details when the available information is insufficient.
Can I update the rationale later?
You can run the automation again with updated information. It adds a comment, so it will not replace earlier comments.
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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