Start renewal planning before the deadline gets close
Turn upcoming renewal dates into visible Dart planning work while there is still time to coordinate a thoughtful next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a new task in DART.
Why this helps
Renewal preparation can start too late when dates sit in a CRM record that is not part of the team's daily task flow.
- Surface renewal work ahead of the date using your chosen lead time.
- Include available account and renewal context in the task.
- Give planning work a clear owner and place 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, specify the renewal lead time and ask Notis to create Dart planning tasks from matching records with available account context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real renewal record and check the task timing and details.
Questions about this workflow
What lead time should I use?
Choose a window that matches your renewal process and include it in the instruction. The workflow relies on renewal dates being available in Agile CRM.
Will Notis assign a task owner?
Only specify an owner if the necessary assignee information is available and the workspace supports the intended value. Otherwise, review and assign the task in Dart.
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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