Move campaign decisions into the work queue
Translate decisions from a campaign review into clear tasks while the context and commitments are still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task in DART.
Why this helps
Campaign review decisions can stay buried in notes, leaving follow-up work without a visible owner or next step.
- Turn supplied decisions into individual Dart tasks.
- Carry forward deadlines and context that are explicitly provided.
- Make post-campaign follow-up visible to the team.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dart once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to create Dart tasks for the concrete campaign actions included in the request, preserving supplied deadlines and context.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real campaign decision request and review the created tasks.
Questions about this workflow
Will Notis generate campaign actions from performance data?
This workflow acts on decisions supplied with the webhook request. Any desired interpretation or criteria should be explicit, and required metrics must be included.
What happens when an action has no deadline?
Notis should leave the deadline unspecified rather than invent one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dart. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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