Give privacy investigators a focused lead brief
Bring lead details and investigation context together in one report, ready for review or handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Investigation notes and Salesforce records are often reviewed separately, leaving people to piece together the full context themselves.
- Combine lead details with investigation context
- Reduce repeated searching during review
- Give the next person a concise handoff
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for the lead investigation brief.
- 3Tell Notis to find the Salesforce lead named in the webhook request and summarize available details with the supplied investigation notes.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test using one real investigation request and confirm the brief is useful.
Questions about this workflow
What data should accompany the webhook?
Provide a lead identifier or identifying details and the investigation notes Notis should include.
Does this make a privacy determination?
It can summarize data against criteria you provide, but reviewers should make determinations using the applicable evidence and policy.
Can this be used for leads without a known Salesforce ID?
Yes, if the request includes enough identifying details for a query. Check the returned match before relying on it.
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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