Give every new lead a next step in Dart
Capture a new lead's details and create one focused Dart task for qualification and follow-up.
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
A promising lead can sit untouched when contact details arrive in one system and the team's work queue lives in another.
- Create a qualification task from lead details supplied with the request.
- Keep supplied contact information with the task.
- Make the next sales step visible in Dart.
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 a Dart qualification task using the new lead details supplied with the request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test by sending one real example request and inspect the resulting task.
Questions about this workflow
Does Agile CRM provide the webhook trigger here?
No. Agile CRM has no trigger events listed. The Notis webhook starts when an HTTP request is sent; an external sender must provide the lead details.
Will the workflow know which leads are new?
It can act on the lead details included in the request. The request sender should supply the relevant lead and any signal needed to identify it as new.
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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