Keep profile analytics ready for recurring reviews
Have a scheduled profile summary ready when it is time to review account activity tracked in Agile CRM.
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
Recurring reviews lose momentum when someone has to remember to fetch network usage data before the meeting.
- Retrieve a profile analytics summary on a recurring schedule.
- Reduce the chance of a review starting without current data.
- Send run reports to a place the team can check.
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 which Control D profile to summarize and how the summary supports the recurring review tracked in Agile CRM.
- 4Choose a schedule trigger and select where run reports should go.
- 5Test with one real profile and confirm the summary is useful.
Questions about this workflow
Does the scheduled trigger read Agile CRM review records?
No Agile CRM trigger events are provided here. The schedule starts the automation; describe any needed review context in the prompt.
What information can the summary include?
It can summarize the profile analytics summary returned by Control D. Any additional baseline or history must be supplied by you if it is not returned.
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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