Get a usable cloud resource inventory digest
Make resource discovery easier to revisit by turning a specified Borneo resource export into a short scheduled digest.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Export filtered leaf resources
Exports a filtered list of leaf resources.
Why this helps
Cloud resource inventories can be large and disconnected from the Agile CRM reviews that need them.
- Bring relevant resource lists into routine review
- Reduce time spent scanning raw exports
- Make follow-up easier to track
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 which Borneo leaf resources to export and how Notis should summarize them, supplying any required filters in your instruction.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real export scope and verify the digest reflects only returned resource data.
Questions about this workflow
Can Notis choose inventory filters automatically?
The workflow needs filters supplied by your instruction or request. It should not assume a resource scope that was not specified.
Does the export update Agile CRM records?
This workflow exports and summarizes Borneo resource data for review. It does not create or update CRM records.
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
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