Review DNS readiness for new customer domains
Give new customer domains a lightweight DNS check as they move through onboarding.
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
New domains can reach launch review without a quick view of their current DNS configuration.
- Make a DNS check part of recurring onboarding review.
- Spot domains without a resolvable zone or visible records.
- Give the team a report for the next setup step.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Cloudflare once in the Notis portal.
- 2Create an automation that identifies newly added domains and checks their Cloudflare DNS records.
- 3Pick a recurring Notis schedule and choose where run reports go.
- 4Test with one new customer domain and review how missing or available records are reported.
Questions about this workflow
Does Cloudflare report whether a domain is ready to launch?
This action lists DNS records. Any readiness criteria must be provided in the automation instruction.
What if a new domain has no matching zone?
The workflow should report that it could not identify the zone and leave the domain for follow-up.
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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