Set up customer security report schedules
Turn a recurring review of customer records into DNSFilter report schedules when the required organization details are present.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Scheduled Report
Schedules automatic delivery of recurring network activity and security reports.
Why this helps
Setting up customer security reports one by one can slip when customer records and DNSFilter organization details live in separate tools.
- Reduce repetitive setup for customer report schedules.
- Use explicit organization IDs and frequencies from customer records.
- See a report of records that need missing details.
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 records and create a DNSFilter scheduled report only when the record supplies the organization ID and frequency; report records missing either value.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real record containing the required details and verify the resulting report schedule.
Questions about this workflow
Can Notis infer an organization ID from a company name?
The workflow should require an organization ID in the customer record. It should report missing IDs rather than infer or guess them.
What starts the workflow?
A recurring Notis cron schedule starts it. Agile CRM has no trigger events listed for this package.
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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