Check for an Existing Borneo Recipient Before Follow-Up
A quick recipient check can help you catch an existing firm record before you start a new privacy follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Filter recipients list
Retrieves a filtered list of recipients.
Why this helps
A new CRM relationship can look like a new recipient even when the firm already exists in Borneo under a slightly different name.
- Catch possible duplicate recipient records early.
- Give follow-up work a clearer starting point.
- Keep ambiguous name matches available for review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Borneo once in the Notis portal.
- 2Create an automation that checks the Borneo recipient list for a match to the firm in a submitted Affinity relationship.
- 3Pick a webhook trigger and choose where run reports should go.
- 4Test with one real firm that already has a Borneo record.
Questions about this workflow
Will it prevent duplicate records automatically?
This workflow checks and reports possible matches. Review uncertain results before creating a new recipient record.
What should I include in the webhook request?
Include enough Affinity context to identify the firm or relationship. Do not rely on fields that are not supplied in the request or available from the connected app.
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.
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Creates and schedules a scan of cloud resources.
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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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