Put deal files beside the Dart task that needs them
Bring a deal document into the task where the team is already coordinating the next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Task Attachment From URL
Downloads a file from a URL and attaches it to a task asynchronously.
Why this helps
Deal materials can be hard to find when the working task and the customer file live in separate places.
- Attach a file from a supplied URL to a Dart task.
- Keep deal materials close to the work they support.
- Reduce back-and-forth to locate the right document.
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 attach the file at the supplied URL to the Dart task identified in the request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real file URL and confirm the attachment finishes processing.
Questions about this workflow
Will Agile CRM send the file URL automatically?
No Agile CRM trigger event is available. An external sender must start the webhook and provide both the URL and task reference.
Does the file appear immediately?
Dart downloads and attaches the file asynchronously, so processing may continue after the automation action starts.
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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