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Record release related privacy documents

Keep a privacy document entry in Borneo aligned with a release handoff by sending the relevant details to Notis.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create legal document entry

Creates or uploads a legal document to the document repository.

Why this helps

Release documentation can be easy to overlook when it lives outside the content publishing workflow.

  • Turn a release handoff into a document record request.
  • Use supplied metadata to create a Borneo entry.
  • Keep the automation report with the release process.

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 create a Borneo legal document entry using the document and metadata supplied with the release request.
  • 4Choose notis_webhook as the trigger and select where run reports should go.
  • 5Test with one real document and confirm the details Borneo needs are available.

Questions about this workflow

Does this upload a document from Agility CMS automatically?

The listed action creates or uploads a legal document entry with specified metadata. Supply the document information or content needed for that entry.

Can this workflow publish the CMS release?

No. It creates a legal document entry in Borneo; the listed action does not publish content in Agility CMS.

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.

TriggerScheduled

Access scan iteration by id

Retrieves the status, results, and details of a scan iteration.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add discovered recipients

Adds previously discovered recipients to the confirmed recipient list.

ActionInstant

Archive discovered recipient

Archives a discovered recipient and their information.

ActionInstant

Delete data breach by id

Irreversibly deletes a data breach evaluation record.

ActionInstant

Create and schedule cloud resource scan

Creates and schedules a scan of cloud resources.

ActionInstant

Create dashboard user

Creates a dashboard user account with assigned access.

ActionInstant

Create department with translations

Creates a department with translated information.

ActionInstant

Create domain with polling frequency

Creates a domain with an automatic polling frequency.

ActionInstant

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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