Carry recipient onboarding updates into Borneo
When an onboarding task gains the details privacy needs, use that update to register the recipient.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Create recipient with details
Creates a new recipient in the borneo integration platform. this endpoint is used to register and manage detailed information about entities that receive or process data within the system. it captures essential details for compliance with data protection regulations, including the recipient's role, location, data storage information, and associated legal documents like data processing agreements (dpas). the endpoint is particularly useful for organizations managing complex data ecosystems with multiple partners, vendors, or internal departments. it should be used when onboarding new data recipients or updating existing recipient information to maintain accurate records for auditing and compliance purposes. note that while many fields are optional, providing comprehensive information enhances the system's ability to manage data flow and compliance effectively.
Why this helps
Recipient records are often delayed because onboarding starts with incomplete details and nobody circles back when the task is updated.
- Catch recipient details once they are ready
- Reduce manual follow-up after incomplete onboarding
- Keep the source onboarding task tied to registration
Setup
Build it in a few focused steps.
- 1Connect Asana and Borneo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to create a Borneo recipient entry only when an updated onboarding task now contains the required recipient details, and report any remaining gaps.
- 4Pick the Asana Task Updated trigger and choose where run reports should go.
- 5Test with one real onboarding task update that supplies missing recipient details.
Questions about this workflow
Does this edit an existing Borneo recipient?
The available action creates a recipient with details. It does not specify an update action, so use it for creation requests and avoid duplicate records by defining how repeat events are handled.
What counts as a substantive update?
Describe the onboarding task changes that indicate the recipient information is complete enough to register.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Borneo. A trigger fires from one place; an action lands in another.
Asana 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 detailed information about a specific scan iteration in the borneo integration platform. this endpoint allows users to fetch the current status, results, and metadata associated with a particular scan iteration. it should be used when monitoring the progress of a scan, analyzing results, or troubleshooting integration workflows. the endpoint provides a snapshot of the scan iteration at the time of the request and may not reflect real-time updates if the scan is still in progress. it's particularly useful for auditing, reporting, and maintaining a history of scan operations within borneo's automation and integration processes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add discovered recipients
Adds multiple discovered recipients to the system as confirmed recipients. this endpoint should be used when you have a list of previously discovered recipient ids that you want to officially add to your recipient database. it's particularly useful for bulk operations where multiple recipients need to be added simultaneously. the endpoint accepts an array of unique uuids, allowing for efficient processing of multiple recipients in a single api call. note that this endpoint only adds recipients; it does not provide any information about the recipients or perform any other actions beyond adding them to the system.
Attachment Added to Task
Triggers when an attachment is added to a task.
Archive discovered recipient
Archives a specific discovered recipient in the borneo platform. this endpoint is used to move a discovered recipient's data into an archived state, which may be useful for compliance, data retention, or organizational purposes. it should be called when you need to store historical data about a recipient that has been identified through borneo's data visibility and privacy automation processes. the endpoint uses a post method, suggesting it may trigger backend processes to properly archive the recipient's data. note that this operation might affect the visibility or accessibility of the recipient's data in other parts of the system.
New Comment on Task
Triggers when a comment is added to a task in a project.
Delete data breach by id
Deletes a specific data breach evaluation record from the borneo system. this endpoint should be used when an organization needs to remove an evaluation record, typically in cases where the record is no longer relevant, contains errors, or needs to be purged for compliance reasons. the operation is irreversible, so it should be used with caution. this tool is part of borneo's databreachmanagement functionality, supporting the platform's data protection and privacy management capabilities. it helps maintain an accurate and up-to-date record of data breach evaluations, which is crucial for regulatory compliance and risk management.
New Task Created
Triggers when a new task is created in a project.
Create and schedule cloud resource scan
The createscan endpoint initiates a new scan operation in the borneo integration platform, allowing users to configure and schedule data scans across various cloud resources. this powerful tool enables users to set up both one-time and recurring scans, with extensive customization options for resource selection, data inspection policies, and scan limits. it's particularly useful for compliance checks, sensitive data discovery, and regular security audits across cloud environments. the endpoint supports a wide range of resource types and provides flexible scheduling options, from immediate execution to complex cron-based recurring scans. users should carefully consider the scan configuration to balance thoroughness with resource utilization, especially for large-scale environments. while highly versatile, users should note that some features may be resource-type dependent, and should refer to borneo's documentation for specific connector and filter support.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create dashboard user
Creates a new dashboard user in the borneo integration platform with specified roles, organizational access, and authentication settings. this endpoint allows for granular control over user permissions across different organizations and departments within the borneo ecosystem. it supports integration with external identity providers (okta or gcp) for authentication. use this endpoint when onboarding new users or updating existing user permissions. note that while only the email is required, it's recommended to provide comprehensive role and organization information for proper access control.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create department with translations
Creates a new department in the borneo integration platform. this endpoint allows you to add a department to the system with support for multilingual information. it's particularly useful when setting up the organizational structure within borneo or when expanding to new regions requiring localized department names. the endpoint should be used when you need to establish a new department entity that other parts of the system can reference. it's important to note that this endpoint only creates the department and does not associate it with any specific workflows or integrations - those would need to be set up separately.
Task Updated
Triggers when a task is updated in a project.
Create domain with polling frequency
Creates a new domain within the borneo integration platform, allowing for automatic polling and management of connected systems or applications. this endpoint is used to set up a new integration point with a specific name and polling frequency. it should be used when establishing a new connection or integration within the borneo ecosystem. the endpoint is particularly useful for setting up automated data synchronization or workflow triggers between different business applications. it does not provide information about existing domains or modify existing ones; it is strictly for creating new domains.
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Asana and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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