Bring Network Activity into Renewal Preparation
Give renewal preparation a head start with a focused Control D usage summary and the related AgencyZoom policy details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Profile Analytics Summary
Retrieves an analytics summary for a profile.
Why this helps
Renewal preparation can miss useful network context when analytics are only checked after a meeting starts.
- Prepare a concise network usage summary for renewal discussions.
- Pair profile data with the policy context already in AgencyZoom.
- Identify missing or stale profile matches before the 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 renewal preparation workflow.
- 3Tell Notis to find upcoming renewal context in AgencyZoom and retrieve a summary for the clearly matched Control D profile and date range.
- 4Pick a recurring schedule that runs before renewal reviews and choose where run reports should go.
- 5Test with one real upcoming renewal and confirm the summary.
Questions about this workflow
How far ahead should the schedule run?
Choose a cadence that gives your team time to review the report before renewal conversations.
Does this determine renewal pricing or eligibility?
No. It summarizes available network analytics alongside policy context and leaves renewal decisions to your team.
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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