Turn privacy report requests into a ready report
Start a defined Borneo dashboard report when a request arrives, so gathering report material takes fewer manual steps.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Download dashboard report
Generates and downloads a dashboard report on privacy, data discovery, or data flows.
Why this helps
Privacy report requests can require repeated portal navigation and setup before anyone can begin reviewing results.
- Start report generation from a request
- Use report criteria supplied at the point of need
- Make follow-up easier to organize
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 dashboard report to generate and the required criteria, using details supplied with the Agile CRM request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real report request and verify the generated report matches its stated scope.
Questions about this workflow
Can the workflow decide report criteria from a CRM title?
Only if your instruction defines how to interpret that information and the request provides enough detail. Otherwise supply the criteria explicitly.
Does this create a new dashboard report record?
The action downloads a report based on the supplied report criteria. It does not create a report record in Agile CRM.
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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