Keep AgencyZoom client context with the Dart task
Add the relevant client detail where the next action is already being tracked.
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
Task owners often lack the CRM detail needed to respond confidently.
- Keep supplied client context beside the task.
- Make handoffs easier to understand.
- Avoid repeating the same lookup before acting.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Dart once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: add supplied AgencyZoom client context as a comment on the specified Dart task.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real task and client context.
Questions about this workflow
Does this create a new Dart task?
No. It adds a comment to a specified existing task. Use a separate workflow if you need a new task.
What does the webhook request need?
Include the task identifier and the AgencyZoom context to add. The automation needs enough information to identify the intended task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dart. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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