Give support backlog items a clear triage step
Find the support records that need a decision and turn each into a focused task your team can pick up.
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
A support backlog is difficult to act on when urgent cases are mixed with items that need more investigation or ownership.
- Apply triage criteria you define to available support records.
- Create a Dart task that preserves case context for review.
- Make unresolved support items easier to pick up.
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 the support records to triage and ask Notis to create one Dart task per matching case with available details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real case and adjust the criteria if the task is not actionable.
Questions about this workflow
Can the automation prioritize cases automatically?
It can apply criteria you specify when the needed data is available. Do not rely on severity or impact fields that Agile CRM does not provide.
Will it close or update support records?
No. This workflow creates Dart triage tasks for review.
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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