Start contact privacy reviews with a ready queue
Make it easier to begin review by gathering the Salesforce contacts that match your team's criteria on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Reviewers can lose time deciding where to start when contact privacy checks have no prepared queue.
- Start reviews with a prepared list
- Reduce the overhead of finding records
- Use team defined criteria consistently
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for the contact privacy review queue.
- 3Tell Notis which Salesforce contacts to query and how to prioritize them using criteria you provide from your Borneo review process.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test the queue with real records and confirm its results are relevant.
Questions about this workflow
Does Borneo automatically provide a risk score?
No Borneo trigger events are available here. Provide the risk criteria or assessment context you want Notis to use.
Will Notis assign contacts to reviewers?
This workflow prepares a report. It does not update Salesforce ownership or route records.
Can the criteria change?
Yes. Edit the automation instruction when your review criteria change.
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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