Check recipient records during an account review
See the relevant Borneo recipient information while handling the Agile CRM review that prompted the check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Filter recipients list
Retrieves a filtered list of recipients.
Why this helps
Reviewers often have to search recipient records separately and then reconnect them to an account conversation.
- Find relevant recipient records from supplied criteria
- Keep account review context close to results
- Avoid repeated manual searches
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 associated with an Agile CRM review should filter Borneo recipients using the supplied criteria and summarize matching records.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real recipient search and verify the summary contains only returned matches.
Questions about this workflow
Which search details should be supplied?
Provide the recipient filters or identifying criteria in the request or instruction. The workflow should not infer a match from incomplete information.
Will this add or change a recipient?
No. It filters and retrieves recipient records for review; it does not create, confirm, archive, or delete them.
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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Adds previously discovered recipients to the confirmed recipient list.
Archive discovered recipient
Archives a discovered recipient and their information.
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Irreversibly deletes a data breach evaluation record.
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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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