Keep credential related policy documents on record
When a certificate request includes a policy or agreement, capture its supplied details in Borneo as part of the same workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create legal document entry
Creates or uploads a legal document to the document repository.
Why this helps
Policy documents shared during credential workflows can be difficult to find later if their details are not recorded with compliance materials.
- Reduce manual transfer of document metadata.
- Keep a record of documents associated with credential workflows.
- Avoid inventing document details when a request is incomplete.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Borneo once in Notis.
- 2Create an automation in the portal or tell Notis to create one.
- 3In one instruction, say to create a Borneo legal document entry only when the webhook request supplies the document and its metadata.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request that includes a document.
Questions about this workflow
Does this workflow fetch documents from Accredible?
No. The webhook request must supply document details. The listed Borneo action creates a legal document entry.
Can it create a record when only a certificate is supplied?
The instruction can require a supplied document and skip the action when one is absent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Borneo. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Borneo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access scan iteration by id
Retrieves the status, results, and details of a scan iteration.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add discovered recipients
Adds previously discovered recipients to the confirmed recipient list.
Archive discovered recipient
Archives a discovered recipient and their information.
Delete data breach by id
Irreversibly deletes a data breach evaluation record.
Create and schedule cloud resource scan
Creates and schedules a scan of cloud resources.
Create dashboard user
Creates a dashboard user account with assigned access.
Create department with translations
Creates a department with translated information.
Create domain with polling frequency
Creates a domain with an automatic polling frequency.
Connect any two apps with Notis in the middle.
Accredible certificates and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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