Refresh prospect tasks when new context arrives
Update the task your team already uses with relevant prospect information and a clearer next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Task
Updates a DART task's properties.
Why this helps
A follow-up task can become stale as contact details and prospect context change.
- Refresh an existing task without recreating the work.
- Keep an updated next step visible to the team.
- Use only new details available in the request or connected data.
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 which Dart task to update and which available prospect details or next-step properties to change.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real task and prospect, then verify only the intended task properties changed.
Questions about this workflow
Can the action update any task field?
The Dart Update Task action supports task properties such as title, status, assignees, and other attributes. Specify only changes supported by the available action.
Does this create a task if the original is missing?
No. This workflow updates an existing task. If it cannot be identified confidently, have Notis report the issue.
Can it change only the next step?
Ask Notis to update only the relevant task property or properties, leaving other properties unspecified.
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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