Start account planning with Kommo companies in view
Give your account planning a clear starting point by reviewing Kommo companies on a schedule that fits your Dart routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Kommo Companies
Action to list kommo companies with various filter options.
Why this helps
Account planning can begin with scattered notes instead of a clear view of the organizations already in the CRM.
- Review tracked organizations at a dependable time.
- Connect CRM accounts to planned work in Dart.
- Avoid searching for the account list each time planning starts.
Setup
Build it in a few focused steps.
- 1Connect Dart and Kommo to Notis once through the portal.
- 2Ask Notis for your portal link and open Automations -> New Automation.
- 3Write one prompt asking Notis to list Kommo companies for your Dart account planning review.
- 4Select a recurring schedule and choose a channel for run reports.
- 5Review one run and check that the company overview is helpful.
Questions about this workflow
Does this create company records?
No. It lists Kommo companies so you can use them in planning.
How do I make this a regular routine?
Choose a recurring schedule that runs before your account planning block.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Dart to Kommo. A trigger fires from one place; an action lands in another.
Dart triggers
Kommo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Kommo Companies
Action to add one or more companies into the kommo account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Kommo Contact
Action to create one or more contacts in kommo crm.
Create Kommo Lead
Action to create one or more leads in kommo crm.
Create Kommo Tasks
Action to create a task in kommo crm.
List Kommo Companies
Action to list kommo companies with various filter options.
List Kommo Contacts
Action to list contacts in kommo crm.
List Kommo Custom Fields
Action to list custom fields in kommo crm.
List Kommo Leads
Action to list leads in kommo crm.
Connect any two apps with Notis in the middle.
Dart and Kommo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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