Keep your agency related asset list reviewable
Create a repeatable checkpoint for checking the asset inventory against the systems and services used in agency work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Filter and sort assets list
Retrieves a filtered and sorted list of assets.
Why this helps
Asset records lose context when ownership or relevance is not revisited during routine operations.
- Retrieve a filtered Borneo asset list on a schedule.
- Compare available records with AgencyZoom context.
- Identify review candidates without deleting records.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Borneo once in Notis.
- 2Create an automation in the portal or by telling Notis what you want.
- 3In one instruction, ask Notis to retrieve the specified Borneo asset list, compare it with available AgencyZoom context, and report records that warrant review.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real example and verify any review candidates.
Questions about this workflow
Will this delete outdated assets?
No. It reports possible review candidates; any asset changes should be handled separately after validation.
Can it determine asset ownership?
Only if ownership information is available in the source records. Missing or conflicting details should be called out.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Borneo. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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