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Notis

See Kommo's custom fields before updating intake work

Know what information Kommo already supports before adjusting how your team captures customer context in Dart.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Kommo Custom Fields

Action to list custom fields in kommo crm.

Why this helps

Intake instructions drift from the CRM's current structure, creating uncertainty about which details to capture.

  • Review the CRM's custom-field inventory at a useful planning point.
  • Align Dart intake guidance with the information Kommo supports.
  • Avoid repeated manual investigation before handoff changes.

Setup

Build it in a few focused steps.

  • 1Connect Dart and Kommo to Notis once in the portal.
  • 2Ask Notis for your portal link and create a new automation in Automations.
  • 3Write one prompt asking Notis to list Kommo custom fields before your Dart intake review.
  • 4Choose a recurring schedule and a channel for run reports.
  • 5Check one run against Kommo and confirm the field overview is clear.

Questions about this workflow

Does this change Kommo fields?

No. The action lists custom fields for your review.

Why schedule a field lookup?

A recurring lookup can make it easier to review CRM structure when you revisit intake or handoff processes.

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.

TriggerScheduled

Create Kommo Companies

Action to add one or more companies into the kommo account.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Kommo Contact

Action to create one or more contacts in kommo crm.

ActionInstant

Create Kommo Lead

Action to create one or more leads in kommo crm.

ActionInstant

Create Kommo Tasks

Action to create a task in kommo crm.

ActionInstant

List Kommo Companies

Action to list kommo companies with various filter options.

ActionInstant

List Kommo Contacts

Action to list contacts in kommo crm.

ActionInstant

List Kommo Custom Fields

Action to list custom fields in kommo crm.

ActionInstant

List Kommo Leads

Action to list leads in kommo crm.

ActionInstant

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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