Answer inventory questions with a targeted export
Turn an inventory question captured in Agile CRM into a Borneo export that is scoped to the criteria provided.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Export inventory resource list
Exports a filtered list of inventory resources.
Why this helps
Inventory questions often trigger manual searches across cloud resources with no clear link back to the request.
- Start a scoped resource export from a request
- Make report output easier to review
- Keep the request purpose available
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 the webhook request should export Borneo inventory resources matching the supplied filters and summarize results for the Agile CRM request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real inventory question and verify the output respects its filters.
Questions about this workflow
What filters can the workflow use?
Use filters supported by the Borneo export and provide them in the request or instruction. The workflow should not assume fields or filters that are not available.
Does the export change inventory records?
No. It retrieves an export of inventory resources for review.
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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