Process customer domain access requests
Move an approved customer domain request from Agile CRM into the right DNSFilter policy with a single instruction to Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Whitelist Domain
Allows a domain under a policy, bypassing its filtering rules.
Why this helps
Manually carrying domain access requests from the CRM into DNSFilter adds delay and makes it easy to miss the requested policy.
- Reduce manual copying between sales and security tools.
- Keep the requested domain and policy in the same review context.
- Send a run report to a channel you already use.
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 the request details provided with the webhook, confirm the domain and policy are explicit, then add the domain to that DNSFilter policy allowlist.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the selected policy and domain.
Questions about this workflow
Does Agile CRM start this workflow automatically?
Agile CRM has no listed trigger events here. The Notis webhook starts the run when it receives an HTTP request containing the request details.
What if the request does not identify a policy?
The instruction should have Notis stop and report that the policy is missing instead of guessing.
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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