Include CRM follow-ups in your Dart capacity review
Make customer commitments visible while you decide how much work the team can take on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Kommo Tasks
Action to list tasks in kommo crm.
Why this helps
Capacity planning focuses on Dart delivery tasks while sales follow-ups remain hidden in another tool.
- Include CRM commitments in the planning picture.
- Notice follow-up work before assigning capacity.
- Reduce the chance of overloading a week with invisible tasks.
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 open Automations -> New Automation.
- 3Write one prompt asking Notis to list Kommo tasks before your recurring Dart capacity review.
- 4Choose a recurring schedule and a channel for run reports.
- 5Review one result and confirm it surfaces the customer work you need to consider.
Questions about this workflow
Will this change task assignments?
No. It lists Kommo tasks to support capacity planning.
When should the schedule run?
Pick a recurring time before the capacity planning session where you make workload decisions.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Kommo.