Make sure re-engagement candidates get a next step
Turn a defined follow-up need into a Dart task before a promising conversation slips from view.
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
Without a reliable review, prospects who need another touch can sit unattended.
- Apply your re-engagement criteria consistently.
- Create a task with the prospect context available to Notis.
- Reduce the chance that a planned follow-up is overlooked.
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 makes a prospect eligible for re-engagement and to create a Dart task with a suggested next action.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real prospect that meets your criteria and review the task.
Questions about this workflow
Can this determine how long it has been since outreach?
Only if the relevant outreach history or date is available to the automation. If it is not provided, include the date or another reliable eligibility signal in your request.
Does the workflow send an email?
No. It creates a Dart task. Outreach itself is not one of the listed Dart actions.
Can I set the re-engagement criteria?
Yes. State the criteria in the automation instruction, using information that is available to Notis.
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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