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Keep a recurring inventory of profile custom rules

Schedule a regular lookup of custom rules on a Control D profile to make policy reviews easier to start.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Custom Rules for Profile

Tool to retrieve custom rules associated with a specific profile. Use after confirming the profile ID. Omit `folder_id` to list rules in the root folder.

Why this helps

Custom rule reviews are easy to postpone when the current inventory takes several manual steps to retrieve.

  • Put a recurring rule inventory on the calendar.
  • Retrieve the custom rules for a named profile.
  • Keep the review lookup tied to run reports.

Setup

Build it in a few focused steps.

  • 1Connect Control D once in the Notis portal.
  • 2Create a named automation in Automations, New Automation.
  • 3In one instruction, specify the profile whose root-level custom rules should be retrieved and the review context.
  • 4Pick a recurring schedule trigger and choose where run reports go.
  • 5Test with one real lookup for the specified profile.

Questions about this workflow

Does this include rules inside folders?

This action lists custom rules for a profile and omits folder_id to list rules in the root folder. Use a separate, explicitly specified folder lookup if needed.

Will this change or remove rules?

No. It retrieves the rule inventory for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Whatsapp to Control d. A trigger fires from one place; an action lands in another.

Whatsapp triggers

Control d actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Device by ID

Tool to delete a Control-D device. Use when you need to remove a device by its identifier after confirming the device_id.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Profile by ID

Tool to delete a profile. Use when you need to remove a profile by its ID after ensuring it is not enforced by any device.

ActionInstant

Message Status Updated

Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks

TriggerPolling

Delete Profile Rule by Hostname

Tool to delete a specific custom rule by hostname from a profile. Use after confirming profile_id and hostname.

ActionInstant

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

TriggerInstant

Delete Profile Rule by Rule ID

Tool to delete a specific custom rule by its ID within a profile. Use after confirming profile_id and rule_id.

ActionInstant

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

TriggerInstant

Delete Profile Rule in Folder

Tool to delete a specific custom rule within a folder. Use after confirming profile_id, rule_id, and folder_id.

ActionInstant

Message Template Status Update

Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.

TriggerInstant

Delete Profile Schedule

Tool to delete a specific schedule within a profile. Use after confirming profile_id and schedule_id.

ActionInstant

List Known Access IPs

Tool to list known IPs associated with the account. Use when you need to retrieve recent access IPs for device resolver queries.

ActionInstant

Get Analytics Endpoints

Tool to list analytics storage regions and their endpoints. Use after authenticating to retrieve available analytics regions.

ActionInstant

Connect any two apps with Notis in the middle.

Whatsapp and Control d, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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