Bring quiet Agile CRM opportunities back into view
Give opportunities that have gone quiet a deliberate review task instead of letting them fade from the pipeline.
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
Opportunities without recent activity can blend into a busy pipeline until the moment to follow up has passed.
- Review opportunity records using an inactivity rule you provide.
- Create one Dart review task for each matching opportunity.
- Keep a human decision in the loop before changing pipeline records.
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, define what counts as stale using available activity data and ask Notis to create a Dart review task with the opportunity context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real opportunity and refine the inactivity rule if needed.
Questions about this workflow
How does Notis know what counts as stale?
The inactivity threshold is not specified by the apps. Include your desired time window and the activity signal to use in the instruction.
Will this change the opportunity in Agile CRM?
This workflow creates review tasks in Dart. It does not update Agile CRM records.
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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