Keep lead privacy reviews on a steady schedule
Give your team a predictable review list by checking Salesforce leads on a schedule and using Borneo to assess privacy concerns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Leads can remain untouched between ad hoc privacy checks, leaving teams unsure which records need attention.
- Create a regular starting point for lead review
- Reduce the effort of assembling a lead list
- Help teams track records needing privacy assessment
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation and name it for the recurring lead privacy review.
- 3Tell Notis to list the Salesforce leads that meet the review criteria you provide and summarize them for Borneo privacy assessment.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the returned leads are useful for the review.
Questions about this workflow
Does the schedule trigger Borneo automatically?
The schedule starts the Notis automation. Borneo is connected as the privacy assessment app, and Notis can use information available through its connection when prompted.
Can Notis infer which leads have a privacy risk?
Notis can analyze the returned data, but it cannot infer a risk baseline or history Salesforce does not provide. Supply review criteria or the relevant Borneo assessment context in your prompt.
Will this update or assign leads?
No. The selected action lists leads from Salesforce. This workflow prepares information for review without changing lead records.
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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