Create a recurring DNS inventory for customer domains
Collect the current records for tracked customer domains into a review your team can finish quickly.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List DNS Records
Lists DNS records for a zone.
Why this helps
Domain records are spread across Cloudflare zones, making routine customer infrastructure reviews slow.
- Collect current DNS records for identified customer zones.
- Make domain reviews easier to scan and share.
- Surface zones that could not be identified for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Cloudflare once in the Notis portal.
- 2Create an automation that identifies customer zones and summarizes their DNS records.
- 3Pick a recurring Notis schedule and choose where run reports go.
- 4Test with one known customer domain and verify its records against Cloudflare.
Questions about this workflow
Can this inventory include every Agile CRM contact?
Only include records that provide or can be matched to a domain and Cloudflare zone. The workflow should report unresolved domains separately.
Does it change DNS?
No. It lists the records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Cloudflare api key. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Cloudflare api key actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DNS Record
Creates a DNS record in a zone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Zone Lockdown Rule
Creates a rule to restrict access to URL patterns to specified IP addresses.
Create Rule in Ruleset
Adds a rule to an existing ruleset.
Create Ruleset
Creates a ruleset to control traffic behavior.
Delete DNS Record
Deletes a DNS record from a zone.
Delete DNSSEC
Deletes DNSSEC records for a zone.
Delete Rule from Ruleset
Deletes a specific rule from an account or zone ruleset.
Delete Ruleset
Deletes all versions of a ruleset from an account or zone.
Connect any two apps with Notis in the middle.
Agile CRM and Cloudflare api key, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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