Bring the right dashboard report into the review
Retrieve an identified Borneo dashboard report from the context of an Agile CRM request, then make the returned details easier to scan.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch dashboard report by id
Retrieves an existing dashboard report.
Why this helps
Reviewers can waste time finding the right dashboard report and reconnecting it to the request that needs it.
- Retrieve a specified report from a review request
- Summarize relevant returned details
- Reduce portal navigation
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 that a webhook request should retrieve the Borneo dashboard report identified in the request and summarize its returned details for Agile CRM follow-up.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real report id and confirm Notis retrieves the intended report.
Questions about this workflow
What must the request include?
Include the Borneo dashboard report id or another identifier supported by the action. Notis should not guess which report is intended.
Will this generate a new report?
No. This action retrieves a specific existing dashboard report.
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.
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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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