Create a customer DNS record from an Agile CRM request
Move an approved DNS change forward from the CRM request, with the exact zone and record details included before creation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create DNS record
Create a DNS record that makes live changes to a zone.
Why this helps
DNS changes can stall while someone copies request details between the CRM and Cloudflare.
- Start a DNS change from an HTTP request tied to a CRM task or case.
- Use the exact zone and record details provided for the request.
- Return the creation result for a clear handoff.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Cloudflare once in Notis.
- 2Create an automation in Notis by naming it and describing the outcome in one instruction.
- 3Pick the webhook trigger so an HTTP request can start the automation for an approved DNS request.
- 4Choose where run reports go, then test with one real example that supplies the confirmed zone ID and desired record details.
Questions about this workflow
What must the request include?
It must provide the confirmed Cloudflare zone ID and the DNS record details needed for creation. Notis should ask for missing values instead of guessing.
Does this run automatically for every CRM request?
Only when a webhook request starts it. You can direct requests for approved changes to that webhook.
Does it update an existing record?
No. This workflow uses the create DNS record action. Review whether the record already exists before creating it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Cloudflare. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Cloudflare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DNS record
Create a DNS record that makes live changes to a zone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Browser Snapshot
Renders a URL or supplied HTML and returns selected page representations.
Create WAF List
Create an empty custom list for WAF rules and filters.
Check Registrar Domains
Checks authoritative domain registration availability and pricing for up to 20 domains.
Create Zone
Create a DNS zone for a domain.
Create Alert Policy
Creates an account-level notification policy.
Delete DNS Record
Delete a DNS record immediately; this action is irreversible.
Delete WAF List
Delete a WAF list.
Connect any two apps with Notis in the middle.
Agile CRM and Cloudflare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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