See the deal context behind a Borneo privacy finding
Give privacy reviewers a view of the opportunity connected to a Borneo finding without making them search Salesforce by hand.
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
Findings that arrive without deal context can take extra messages and searches to route to the right owner.
- Bring deal details into the finding report
- Speed up routing to the people who know the opportunity
- Reduce back and forth to identify affected records
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for opportunity finding context.
- 3Tell Notis to identify the Salesforce opportunity from the webhook request and summarize its available details with the Borneo finding.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a real finding that includes an opportunity identifier.
Questions about this workflow
Which identifier should Borneo send?
Provide a Salesforce opportunity ID or enough identifying information for Notis to query the intended record.
Will this create an opportunity?
No. The List opportunities action only retrieves records.
Can Notis identify an owner to notify?
The workflow can return available owner information in the report. Choose a report destination during setup; this action does not send a separate Salesforce notification.
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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