Keep client privacy documents findable in Borneo
Give privacy policies and data processing agreements a consistent place in your compliance records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create legal document entry
Creates or uploads a legal document to the document repository.
Why this helps
Important privacy documents can be hard to locate when their metadata lives only in client notes or messages.
- Create a legal document record from supplied details.
- Keep document metadata alongside privacy operations.
- Reduce manual cataloging.
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 create a Borneo legal document entry from the supplied document and metadata, and report any missing required details.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real example and verify the document entry.
Questions about this workflow
Does this upload the document itself?
The action creates or uploads a legal document entry, but the workflow needs the document or relevant details to be supplied.
What if the request only mentions a document?
The automation should report that the document or necessary metadata is missing rather than create an incomplete record.
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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