Get cloud account context for follow-up
Bring a known cloud account's Borneo details into the CRM follow-up flow when a request needs a status or configuration check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get cloud account by id
Retrieves details about a cloud account.
Why this helps
Account questions can stall while someone searches for cloud account configuration in a separate system.
- Check a known account without repeated navigation
- Summarize relevant returned configuration
- Keep follow-up connected to its request
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 cloud account identified in the Agile CRM follow-up and summarize requested details from the response.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real cloud account id and confirm the response matches the intended account.
Questions about this workflow
What does the request need to include?
Include the Borneo cloud account id. Notis should not select an account based only on an ambiguous name.
Can the workflow change account configuration?
No. This action retrieves account details for review and does not change configuration.
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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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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