Prepare recipient records for a vendor review
Get a filtered recipient export ready for a regular review of the organizations that may receive or process data.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Export recipients list with filter
Exports a filtered list of recipients.
Why this helps
Recipient records can take time to gather when a vendor review is due and the information is in another system.
- Prepare a filtered recipient list on a schedule.
- Support vendor or data sharing reviews with an export.
- Reduce manual report preparation.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Borneo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to export Borneo recipient records using the filters and format you need for the review.
- 4Choose notis_cron as the trigger, set a schedule, and select where run reports should go.
- 5Test with one real example and check that the filters select the intended recipients.
Questions about this workflow
Does this add recipients to Borneo?
No. This action exports a filtered recipient list; it does not create or modify recipients.
What should I use to target content vendors?
Use filters that match how those recipients are represented in your Borneo records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Borneo. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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