Answer data category questions with the source details
Bring the relevant Borneo category details into the workflow when a customer or internal question comes through Agile CRM.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get category by label
Retrieves details about a category by its label.
Why this helps
Classification questions create extra back and forth when category details must be found in another tool.
- Retrieve a specified category quickly
- Make returned classification details easier to scan
- Keep the originating question in context
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 category identified in the Agile CRM question and summarize its returned metadata.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real category label and verify that the correct category is returned.
Questions about this workflow
What identifier does this lookup need?
Provide the category's unique label. Notis should not guess a label from a vague question.
Can it explain category policy?
It can summarize the metadata returned by Borneo. Include any additional policy guidance in your own instruction.
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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