Review who belongs to the Control D organization
Get organization membership details on a schedule to support access reviews tracked in Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Organization Members
Lists organization members with their access status and activity.
Why this helps
Membership reviews are easy to defer when someone has to remember to check user status and permissions manually.
- Retrieve member email, status, permission level, and last activity details.
- Create a repeatable preparation step for access reviews.
- Send run results to the chosen report destination.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Control D once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to retrieve organization members and summarize their available status, permission, and activity details for the review.
- 4Choose a schedule trigger and select where run reports should go.
- 5Test with one real run and review the returned membership details.
Questions about this workflow
Can this remove members who should no longer have access?
No. The listed action retrieves membership details and does not change organization membership.
Does last activity prove whether a member should retain access?
No. It provides activity context for a human review; any access decision criteria must be supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Control d. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Control d, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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