Consider active Kommo leads when setting Dart priorities
Start your priority review with customer opportunities in view, then decide what belongs in the Dart plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Kommo Leads
Action to list leads in kommo crm.
Why this helps
Project priorities can crowd out sales commitments when active opportunities are not visible during planning.
- Keep active opportunities visible when setting priorities.
- Connect customer commitments to upcoming Dart work.
- Reduce the effort of opening and scanning the CRM by hand.
Setup
Build it in a few focused steps.
- 1Connect Dart and Kommo to Notis once through the portal.
- 2Ask Notis for your portal link, then create an automation in Automations.
- 3Write one prompt asking Notis to list Kommo leads for your recurring Dart priority review.
- 4Select a recurring schedule and a channel for run reports.
- 5Review one lead scan and confirm it gives enough context to prioritize.
Questions about this workflow
Does this create new Dart tasks?
No. This workflow lists Kommo leads to inform your priority review.
Can the prompt focus on certain leads?
Describe the lead context you want Notis to look for in the plain-language prompt.
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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