Keep completed sales activity visible in Dart
Close the loop on Salesforce activity with a note your team can find in Dart.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Add Task Comment
Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.
Why this helps
Sales calls and follow-ups may be marked complete in Salesforce while the related Dart work still lacks context.
- Keep sales activity context near a related delivery task.
- Cut down on manual status updates across apps.
- Make recent customer follow-up easier for teammates to discover.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dart once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to find a relevant Dart task and add a concise comment with the completed activity context.
- 4Pick the Salesforce Task Created or Completed trigger and where run reports should go.
- 5Test with one real completed Salesforce task and check the comment.
Questions about this workflow
Does this run for every Salesforce task?
The trigger supports task creation or a status change to Completed, with optional Status or Subject filtering available on the event.
What if Notis cannot identify a related Dart task?
Ask Notis to report the missing match instead of posting a comment to an unrelated task.
Can the comment include call notes?
It can include information provided in the trigger payload. If the notes are not returned, include their source or ask Notis to flag the missing context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Dart. A trigger fires from one place; an action lands in another.
Salesforce triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Time Tracking
Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Doc
Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Task
Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Delete Doc
Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Task
Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get User Space Configuration
Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Doc
Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.
Connect any two apps with Notis in the middle.
Salesforce and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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