Bring breach assessment details into case follow-up
When a case needs a known Borneo breach evaluation, bring the returned assessment details into the review flow with a webhook request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch data breach evaluation
Retrieves a recorded evaluation of a data breach.
Why this helps
Breach case follow-up can become fragmented when incident evaluation details are checked separately from the case context.
- Retrieve details for an identified evaluation
- Summarize the current returned assessment
- Keep case follow-up focused
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 breach evaluation identified in the Agile CRM case and summarize its returned details without adding assumptions.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real evaluation id and verify the retrieved details match the case.
Questions about this workflow
What must be included in the request?
Include the Borneo breach evaluation identifier. Do not rely on Notis to choose an evaluation from an incomplete case description.
Does retrieving an evaluation notify anyone?
No. The workflow retrieves and summarizes existing evaluation details. Report delivery goes to the channel selected in Notis.
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.
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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.
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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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