Prepare Client Check-ins with Service Usage Context
See which services stand out on a client's Control D profile before you open a check-in conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Profile Top Services
Retrieves the most frequently accessed services for a profile.
Why this helps
Useful service trends can go unnoticed when network usage is checked only after a client raises a concern.
- Bring service usage context into scheduled client preparation.
- Spot notable services for follow-up without digging through analytics manually.
- Keep uncertain profile matches visible for human review.
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 service trend review.
- 3Tell Notis to find clients due for a check-in and retrieve top services for a clearly matched Control D profile over the stated period.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client and verify the profile and date range.
Questions about this workflow
Does the report prove a service caused an issue?
No. It reports top services available in profile analytics as context for a human review.
What if the profile has no analytics yet?
Have Notis report that no usage data is available rather than inventing trends.
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.
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.
Agencyzoom and Control d, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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