Prepare processing activity details for a privacy request
Gather a focused processing activity export when a CRM request calls for a privacy or compliance review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Export processing activities list
Exports a filtered list of data processing activities.
Why this helps
Processing activity details can take time to find and assemble when a customer or internal request comes in.
- Start a focused export from a review request
- Summarize returned activity records for next steps
- Reduce time assembling review materials
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 export the Borneo processing activities matching criteria supplied with the Agile CRM review and summarize the result.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real activity search and verify the export reflects the supplied criteria.
Questions about this workflow
What information is needed to create the export?
Supply the activity filters and desired format or language where required. Notis should not invent criteria or activity records.
Does this create a processing activity?
No. It exports existing processing activity records for review.
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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