Carry approved documents into your privacy records
Turn an approval signal into a Borneo legal document entry, with Notis reporting the result for follow-up.
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
Approved policies and agreements can be left out of privacy records when document completion and compliance tracking happen in separate tools.
- Creates a legal document entry from an approval request.
- Keeps document handling connected to compliance record keeping.
- Reports the action outcome for easy follow-up.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Borneo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Borneo legal document entry from the approval details supplied with the request.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real approved document and review the created entry.
Questions about this workflow
Does this upload the document file?
The listed action creates or uploads a legal document entry with metadata. Provide the document details and confirm the required content is available to the action.
Will it decide whether a document is approved?
No. The workflow runs when the webhook request arrives. Approval must be established by the process sending that request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Borneo. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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