Find the contacts behind a Borneo privacy review
Get the right Salesforce contacts in front of a reviewer when a Borneo assessment needs people context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Reviewers can spend more time locating related contacts than understanding the privacy concern itself.
- Find relevant contact records from a review request
- Keep people context with the privacy review report
- Save manual searching across systems
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for contact privacy review.
- 3Tell Notis to search Salesforce contacts using the identifying details in the incoming Borneo request and return the relevant contact context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real review request and verify the contacts returned.
Questions about this workflow
How does Notis know which contacts to search for?
Include an identifier or clear search details in the webhook request, and specify in your prompt how to use them.
Does it create or update contact records?
No. The List contacts action retrieves contacts for assessment without changing Salesforce.
Can it find all contacts at an account?
It can query using appropriate criteria you provide. The request and prompt should identify the account or other relationship to search.
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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