Turn prospect research into a recipient record
Carry contact and organization context into Borneo when a prospect or partner should be recorded as a recipient.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create recipient with details
Creates a recipient record for an entity that receives or processes data.
Why this helps
Recipient details can end up duplicated across prospecting notes and compliance records.
- Creates a recipient record from supplied details.
- Keeps the recipient role and compliance context explicit.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Borneo once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis which entity to create as a recipient and provide its role and required compliance details.
- 4Choose a webhook trigger and where run reports go.
- 5Test with one real example and verify the created recipient record.
Questions about this workflow
Does finding a business email automatically make someone a recipient?
No. Use this only when the entity is actually a recipient or data processor that should be recorded in Borneo.
What if the recipient role is unclear?
Provide the role in the webhook context or instruction. If it is unknown, have the run report flag it for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Borneo. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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