Keep meeting decisions beside the task they affect
Capture decisions and next steps where the team will act on them, without relying on someone to retype the meeting summary.
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
Meeting outcomes often remain in notes while the tasks they should inform keep moving without the decision context.
- Add supplied meeting decisions to an existing Dart task.
- Keep next-step context in the task discussion.
- Reduce retyping after customer conversations.
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 add the supplied meeting outcomes and next steps as a comment on the referenced Dart task.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real meeting outcome request and verify the task reference.
Questions about this workflow
Does this listen for Agile CRM meeting events?
No Agile CRM trigger events are provided. The webhook is started by an HTTP request that includes meeting outcomes and a Dart task reference.
Can Notis determine the next steps if none are provided?
It can summarize the details supplied, but it should not invent commitments or decisions that were not in the request.
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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