Review DNS profiles against the deal pipeline
Keep a lightweight view of network profiles and deal activity in one scheduled report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Profiles
List the profiles associated with the account.
Why this helps
Profile ownership and deal context can become hard to reconstruct when each system is checked separately.
- List accessible Control D profiles on a schedule.
- Surface missing ownership context for follow-up.
- Avoid assuming a profile-to-deal link that the data does not establish.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Control D once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the profile review.
- 3Ask Notis to list Control D profiles and summarize relevant Affinity pipeline context, clearly marking any profile ownership it cannot verify.
- 4Choose the recurring schedule and report destination.
- 5Test with one run and confirm the report distinguishes known links from unknown ones.
Questions about this workflow
Can this assign profiles to deals?
No. It summarizes available information and identifies uncertain relationships for review; it does not assign profiles.
What if Affinity does not contain profile identifiers?
The workflow can still report both data sets, but it should mark associations as unavailable rather than infer them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Control d. A trigger fires from one place; an action lands in another.
Affinity triggers
Control d actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Device by ID
Permanently deletes a device, breaking DNS resolution on gadgets using its resolvers.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Profile
Permanently deletes a profile only if no devices enforce it; assigned profiles cannot be deleted.
Delete Profile Rule by Rule ID
Delete a custom DNS filtering rule from a profile.
Delete Rule from Folder
Permanently deletes a custom DNS rule from a profile folder.
Delete Profile Schedule
Delete a schedule from a profile.
List Known Access IPs
List recent IP addresses used to query a device.
Get Analytics Endpoints
Lists available analytics regions and their endpoints.
Get Analytics Levels
Lists the available analytics levels for devices.
Connect any two apps with Notis in the middle.
Affinity and Control d, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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