Export Scan Insights for a Specific Deal Review
When a deal question needs scan detail, request an insight export and keep its key findings with the review context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Export insight page using scanid
Exports inspection results for a specific scan.
Why this helps
Collecting page and resource inspection details for a deal can take too many searches when the scan and CRM context are apart.
- Export detailed insights for a specified scan.
- Use deal context to focus the requested summary.
- Surface missing scan ids before the export is attempted.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Borneo once in the Notis portal.
- 2Create an automation that exports Borneo insight results for the scan id supplied with an Affinity deal review request.
- 3Pick a webhook trigger and choose where run reports should go.
- 4Test with a real scan id and review the exported insight details.
Questions about this workflow
Can a deal record provide the scan id automatically?
Only if the id is present in the available context. Otherwise, include it with the webhook request or have Notis report it as missing.
Is this the same as a scan status check?
No. This action exports insight results for a scan, while scan status monitoring uses a scan iteration id.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Borneo. A trigger fires from one place; an action lands in another.
Affinity 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.
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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.
Affinity and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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