Review opportunity privacy concerns before they go stale
Keep customer deal context visible during privacy reviews with a scheduled opportunity list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Deal records change over time, and an irregular review process makes it easy to miss opportunities that need a privacy check.
- Make opportunity reviews a predictable routine
- Gather deal context in a single report
- Help reviewers prioritize records using supplied privacy criteria
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for opportunity privacy review.
- 3Tell Notis to query Salesforce opportunities using the criteria and privacy review context you provide, then summarize records that warrant review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test the query with one real run and adjust your instruction if needed.
Questions about this workflow
Can the workflow find opportunities based on Borneo findings?
It can use criteria included in the prompt or available connected context. If Borneo does not provide a finding identifier or baseline to Notis, supply that information yourself.
Does this update opportunities?
No. It uses the List opportunities action to retrieve records and prepare a report.
Can I set a custom review cadence?
Yes. Choose the recurring schedule in the Notis automation setup.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.