Review profile filter states on a steady schedule
Get profile filter states before each planned review so the team can spend less time finding settings and more time deciding what to do.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Profile Filters
Lists the built-in filters for a profile and shows which are enabled.
Why this helps
Filter settings are easy to overlook when a review depends on someone remembering to retrieve them at the last minute.
- Retrieve native filter states for a specified profile.
- Build a repeatable review preparation step.
- Receive a run report after each scheduled lookup.
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 profile's native filters to list and how to present them for the review tracked in Agile CRM.
- 4Choose a schedule trigger and select where run reports should go.
- 5Test with one real profile and verify the returned filter states.
Questions about this workflow
Does the action change filter settings?
No. It lists native filters and their states.
Can this compare filter states over time?
Only if a previous result is supplied or otherwise available. The action returns the current filter list and states.
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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