Bring a recipient export into the account review
Generate a focused recipient list from Borneo while the account context is already in front of you.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Export recipients list with filter
Exports a filtered list of recipients.
Why this helps
Manual recipient searches interrupt account review and make it harder to check who receives data.
- Produces a filtered recipient export for review.
- Supports CSV, PDF, or document export formats when specified.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Borneo once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Describe the recipient criteria and preferred export format, including any account details not available in the incoming context.
- 4Pick the webhook trigger and a run report destination.
- 5Test with one real example and confirm the exported list is scoped correctly.
Questions about this workflow
Can this export recipients by a prospect's name alone?
Only if Borneo has matching filter criteria and the request provides enough information to use them. Specify the filters in your instruction.
Does the export change recipient records?
No. It generates an export and does not create, update, or delete recipient records.
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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