Identify the contact context behind remediation work
Get the relevant Salesforce contacts into view when a Borneo finding requires a remediation handoff.
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
Without knowing which contacts are related to a finding, teams can lose time determining who should review the next step.
- Identify related contact records faster
- Help remediation owners understand who is connected
- Keep finding context available in the handoff
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for contact remediation context.
- 3Tell Notis to search Salesforce contacts using the identifiers in the webhook request and summarize relevant contacts for the remediation handoff.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real finding and check the contact matches.
Questions about this workflow
Can this determine who is affected by a finding?
It can identify contacts matching the details and criteria you provide. Confirm affected individuals using your organization's review process and evidence.
Will it notify the contacts?
No. It retrieves contact information for an internal report and does not send communications.
What if a finding covers many contacts?
Supply the relevant account or search criteria and have Notis query the related contacts. Verify that the returned set is complete for your case.
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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