Review deal data from a Borneo privacy finding
Put the opportunity details next to the finding so your team can assess the deal context and decide what needs attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Teams may not know which deals a privacy finding touches, making it harder to prioritize review and follow-up.
- Locate relevant deal records from a finding
- Give reviewers a concise opportunity summary
- Support a clear next step decision
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for deal data finding review.
- 3Tell Notis to query Salesforce opportunities based on identifiers or criteria in the webhook request and summarize the deal data relevant to the finding.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real finding and check that the right opportunities appear.
Questions about this workflow
Can one finding return more than one opportunity?
Yes, if the query criteria in the request and prompt match multiple records. Verify the results to make sure they are in scope.
Does this change deal stages or data?
No. The List opportunities action reads records for the report.
What if the finding does not include an opportunity reference?
Provide suitable search details or criteria in the request. Without identifying information, Notis may not be able to locate the intended deals.
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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