Keep asset checks on a predictable schedule
Review the Borneo assets that matter to your team on a consistent cadence, with less time spent building the list manually.
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 follow-up gets delayed when teams need to recreate a useful asset search every time.
- Make routine asset checks easier to complete
- Use a consistent defined search
- Focus on returned records needing follow-up
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Borneo once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe which Borneo assets to filter and sort, and how Notis should summarize the returned list for Agile CRM follow-up.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real asset query and verify the results match the intended review.
Questions about this workflow
Can this check determine if assets are compliant?
It can report returned asset information, but a compliance conclusion needs explicit criteria and evidence from the source data.
Does this workflow update assets?
No. It retrieves and summarizes a filtered, sorted asset list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Borneo. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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