Triage Salesforce leads from a Borneo privacy finding
Bring the lead record into view as soon as a Borneo assessment needs a closer look.
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
A privacy finding can lose momentum when the team must search for the matching lead and reconstruct the context.
- Reduce time spent locating the Salesforce lead
- Keep the finding and its lead context together in a run report
- Make privacy triage easier to hand off
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for Borneo lead finding triage.
- 3Tell Notis to use the lead identifier or search details in the webhook request to find the Salesforce lead and summarize it for triage.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real finding and a corresponding Salesforce lead.
Questions about this workflow
What should the webhook request contain?
Include a lead identifier or enough search details to identify the intended lead, along with the Borneo finding context you want included in triage.
Does this change lead ownership or status?
No. This workflow uses the List leads action to retrieve matching records. It does not update ownership, status, or other lead fields.
Can this workflow decide whether a lead is safe?
It can summarize available context for review, but any risk decision depends on criteria and evidence supplied by your team and the connected data.
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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