Make data discovery findings easier to triage
Send a Borneo discovery result to Notis and create HubSpot records for the people who need a human review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Data discovery results can be hard to turn into a manageable review queue under time pressure.
- Create a place to review identified people.
- Keep triage records in the CRM.
- Reduce manual handling of discovery results.
Setup
Build it in a few focused steps.
- 1Connect Borneo and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create contacts only for people identified in the submitted discovery result who require human triage.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real discovery result using the contact details HubSpot requires.
Questions about this workflow
Does the workflow decide whether someone is at risk?
It can use the risk assessment included in the Borneo result. The instruction should specify the triage criteria and any missing context.
Does it remediate the sensitive data?
No. It creates HubSpot contacts for triage; remediation remains a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Borneo to Hubspot. A trigger fires from one place; an action lands in another.
Borneo triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Borneo and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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