Keep lead follow-up connected to remediation reviews
When a Borneo privacy review calls for follow-up, bring the lead record into the same Notis report.
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
Remediation work can get lost when a finding and its corresponding lead are tracked in different places.
- Connect remediation context with a Salesforce lead
- Reduce manual handoff research
- Give the next owner a useful starting point
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for lead remediation follow-up.
- 3Tell Notis to find the Salesforce lead named or identified in the webhook request and summarize details relevant to the Borneo remediation review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real remediation request and confirm the report includes the intended lead.
Questions about this workflow
Does this apply remediation changes to Salesforce?
No. It retrieves lead information for follow-up planning. Remediation steps must be specified and carried out separately.
Can the webhook include remediation details?
Yes. Include relevant finding or remediation context in the request and instruct Notis how to include it in the report.
What if the lead cannot be matched?
The report can indicate that no matching record was found. Provide a Salesforce ID or clearer identifying details to improve lookup.
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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