Bring Salesforce account context into a Borneo privacy review
When a Borneo review identifies sensitive data, get the related Salesforce account details in the same workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Privacy investigations can stall when account context lives in a separate system and someone has to find it manually.
- Find account context without switching apps
- Give reviewers Salesforce details alongside a Borneo finding
- Reduce manual lookup during privacy triage
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation and name it for account privacy review.
- 3Tell Notis to use the account identifier from the incoming Borneo webhook to find and return the matching Salesforce account details for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real Borneo review that includes a Salesforce account identifier.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Configure Borneo to send a request when a privacy review needs Salesforce account context.
What information does Salesforce provide?
The Salesforce List accounts action runs a SOQL query. The incoming request should provide enough account identification for Notis to query the intended account.
Does this change Salesforce data?
No. This workflow lists account data for review and does not update the account.
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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