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Notis

Keep Client Device Coverage Visible

See which active client records appear to have a matching Control D device and which need a quick human check.

Trigger

Recurring schedule

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

Action

Get Devices

Lists the devices associated with your account.

Why this helps

Device coverage is hard to track when client records and device inventory are reviewed separately.

  • Spot client records without a clear device match.
  • Surface stale or ambiguous device associations for review.
  • Get one inventory report on a predictable schedule.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Control D once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the inventory review.
  • 3Tell Notis to retrieve Control D devices, compare them with active AgencyZoom client context, and report only clear matches and exceptions.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real client and verify the inventory comparison.

Questions about this workflow

Will this delete devices that do not match?

No. It checks the inventory and reports exceptions; it does not delete devices.

What makes a match reliable?

Use a stable identifier or an explicitly maintained relationship. If the available records do not support a confident match, the report should flag it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Control d. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Control d actions

Recurring trigger

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

TriggerScheduled

Delete Device by ID

Permanently deletes a device, breaking DNS resolution on gadgets using its resolvers.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Profile

Permanently deletes a profile only if no devices enforce it; assigned profiles cannot be deleted.

ActionInstant

Delete Profile Rule by Rule ID

Delete a custom DNS filtering rule from a profile.

ActionInstant

Delete Rule from Folder

Permanently deletes a custom DNS rule from a profile folder.

ActionInstant

Delete Profile Schedule

Delete a schedule from a profile.

ActionInstant

List Known Access IPs

List recent IP addresses used to query a device.

ActionInstant

Get Analytics Endpoints

Lists available analytics regions and their endpoints.

ActionInstant

Get Analytics Levels

Lists the available analytics levels for devices.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Control d, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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