Keep service categories ready for review planning
Refresh the available service category reference on a schedule so review prompts can start with current category choices.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Service Categories
Lists the available service categories.
Why this helps
Finding the right service category can interrupt a review when teams do not have the current list handy.
- Retrieve available service categories for reference.
- Reduce interruptions when preparing a profile review.
- Keep the lookup available through a run report.
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 available Control D service categories and present them as a concise reference for review planning.
- 4Choose a schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the category reference is readable.
Questions about this workflow
Does this list services within a selected category?
No. It lists service categories. A separate supported action can list services by a category identifier.
Will this assign a category to a profile?
No. The action only retrieves the available categories.
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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