Triage inspection results without losing the request
Bring inspection results into the context of the Agile CRM request so the next privacy or customer follow-up is easier to decide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Filter and list inspection results
Retrieves inspection results for scans or pages.
Why this helps
Inspection findings live apart from the customer or sales request that explains why someone needs them.
- Put findings beside the originating request
- Focus attention on results that merit review
- Reduce repeated searching across tools
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 Borneo inspection results for the supplied scan or page criteria and summarize relevant findings for the Agile CRM request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real scan or page reference and check that the summary stays within the returned results.
Questions about this workflow
What reference should the webhook include?
Include the scan or page criteria needed to find the inspection results. The workflow cannot invent a scan id or criteria.
Can the summary decide that a resource is safe?
It can summarize returned inspection information, but should not claim a risk level beyond what Borneo returns or your instructions define.
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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