Prepare Borneo Recipient Lists with Affinity Context
Get a focused recipient list for a specific investor or firm review without searching through Borneo and Affinity separately.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Export recipients list with filter
Exports a filtered list of recipients.
Why this helps
Preparing a recipient list for a relationship review can mean switching between CRM context and privacy records, then rebuilding the same report manually.
- Bring relationship context into recipient reporting.
- Prepare a filtered list for a defined review.
- Deliver export outcomes through a chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Borneo once in the Notis portal.
- 2Create an automation that uses a named Affinity relationship or review request to prepare a relevant Borneo recipient export.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real investor or firm review and check the exported results.
Questions about this workflow
Can Notis export recipients based only on an Affinity contact name?
Only if the Borneo export can be filtered with available criteria. Ask Notis to report when the relationship cannot be reliably tied to Borneo filters.
Does the export change recipient records?
The selected Borneo action exports a recipient list. It does not create or update recipient records.
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.
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.
Affinity and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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