Start cloud privacy scans from Agile CRM work
Turn a privacy review request captured alongside Agile CRM work into a scheduled Borneo cloud scan, without losing the reason for the review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create and schedule cloud resource scan
Creates and schedules a scan of cloud resources.
Why this helps
Privacy review requests can sit in the CRM while someone separately logs into Borneo to start a scan.
- Start scans from a clear review request
- Keep the CRM context available to Notis
- Reduce manual handoffs between sales and privacy work
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 tied to an Agile CRM privacy review should start a Borneo cloud resource scan, using only resource scope and schedule details provided in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real privacy review request and confirm the scan starts with the intended scope.
Questions about this workflow
Does Agile CRM provide the trigger for this workflow?
No Agile CRM trigger event is available here. A Notis webhook starts the automation when an HTTP request is sent.
Can Notis infer which cloud resources to scan?
Only if the request or your instruction supplies the resource scope. The workflow should not assume resources or scan settings that were not provided.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Borneo.