Apply approved domain blocks from customer records
Give approved customer security decisions a scheduled path into the DNSFilter policies they name.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Blocklist Domains To Policies
Adds domains to the block lists of multiple policies in one operation.
Why this helps
Approved security changes can remain stuck in customer records when no one remembers to transfer them into DNSFilter.
- Catch approved changes during a recurring review.
- Apply blocks to the policies stated in the record.
- Surface incomplete or unapproved records in the run report.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DNSFilter once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to review customer security records and bulk-block only domains with explicit approval and named DNSFilter policies; report records missing any requirement.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real approved record and verify the domain and policies.
Questions about this workflow
Will the workflow block every domain mentioned in customer records?
No. Its instruction should require an explicit approval, a domain, and target policies before acting.
Can it cover more than one policy?
Yes, the selected DNSFilter action supports adding domains to multiple policies. The record must identify those policies explicitly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dnsfilter. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Dnsfilter actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create IP Address
Adds an IP address to a network for filtering policies.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Allowed Application
Allows an application through a policy, regardless of other blocking rules.
Get Application Category
Retrieves details about an application category.
Add Allowlist Domains to Policies
Adds domains to the allow lists of multiple policies, bypassing their filtering rules.
Get Billing Information
Retrieves billing records for an organization, including amounts and billing periods.
Add Blacklist Category To Policy
Adds a content category to a policy’s block list without changing other settings.
Get Category
Retrieves basic information about a category.
Add Blacklist Domain To Policy
Blocks a domain for users covered by a policy.
Connect any two apps with Notis in the middle.
Agile CRM and Dnsfilter, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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