Give account remediation work the customer context it needs
Pair a Borneo remediation request with the related Salesforce account so the next step is easier to understand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Remediation owners may lack the customer context needed to prioritize and coordinate work from a privacy finding.
- Provide customer context for remediation planning
- Make handoffs easier to understand
- Keep the finding and account details in one report
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for account remediation briefs.
- 3Tell Notis to find the account identified in the webhook request and summarize its Salesforce details alongside the supplied remediation context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the account brief is accurate.
Questions about this workflow
Will this automatically remediate the finding?
No. It creates a context brief by retrieving account data. A person or separately configured workflow handles remediation.
What should the request include?
Include a Salesforce account identifier or identifying details and the relevant Borneo remediation context.
Can the brief include custom fields?
The query can return fields available to your Salesforce connection. Specify needed fields in the prompt and verify them during testing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Borneo to Salesforce. A trigger fires from one place; an action lands in another.
Borneo triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Borneo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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