Prepare a cloud inventory export during prospect review
Bring the inventory view into the review flow with a clear account scope and a Borneo export.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Export inventory resource list
Exports a filtered list of inventory resources.
Why this helps
Collecting inventory details by hand adds another console and another follow-up to an already busy review.
- Starts a filtered inventory export from incoming prospect context.
- Supports review of resources by the filters and fields you specify.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Borneo once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, state the inventory scope, filters, sorting, and fields needed; provide any details not available from the incoming context.
- 4Select the webhook trigger and a channel for run reports.
- 5Test with one real example and check that the export covers only the intended inventory.
Questions about this workflow
Does this export include every cloud resource automatically?
The action supports filtering and field selection. Specify the intended scope and filters in your instruction.
Can Notis derive account filters from an Aeroleads lead?
Only when the webhook context contains the relevant information or you provide it in the instruction.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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