Keep processing activity reviews connected to account changes
Prompt an export of processing activities when an account changes, then review the records that match your specified criteria.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Export processing activities list
This endpoint exports a filtered list of processing activities in specified formats and languages. it allows users to retrieve data about various data processing activities, which can be customized using multiple filter criteria. the export can be generated in csv, pdf, or doc formats, supporting multiple languages for localization. this tool is particularly useful for generating reports, conducting audits, or sharing processing activity information with stakeholders in their preferred format and language. note that at least one export format and a language must be specified for a successful request.
Why this helps
Account changes can trigger follow-up work across teams, while processing activity records remain out of sight.
- Starts a processing activity export from an account event.
- Keeps review criteria visible in the automation instruction.
- Helps the team spot records that need follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Borneo once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to export Borneo processing activities using the criteria you supply after an account is created or updated.
- 4Pick the Account Created or Updated trigger and choose where run reports should go.
- 5Test with one real account event and review the export.
Questions about this workflow
Does Salesforce account data identify the matching Borneo processing activities?
The trigger description does not specify a Borneo activity identifier. Supply matching criteria or reference information in your instruction.
Does this export create or update activities?
No. It exports a filtered list of existing processing activities.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Borneo. A trigger fires from one place; an action lands in another.
Salesforce triggers
Borneo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access scan iteration by id
Retrieves detailed information about a specific scan iteration in the borneo integration platform. this endpoint allows users to fetch the current status, results, and metadata associated with a particular scan iteration. it should be used when monitoring the progress of a scan, analyzing results, or troubleshooting integration workflows. the endpoint provides a snapshot of the scan iteration at the time of the request and may not reflect real-time updates if the scan is still in progress. it's particularly useful for auditing, reporting, and maintaining a history of scan operations within borneo's automation and integration processes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add discovered recipients
Adds multiple discovered recipients to the system as confirmed recipients. this endpoint should be used when you have a list of previously discovered recipient ids that you want to officially add to your recipient database. it's particularly useful for bulk operations where multiple recipients need to be added simultaneously. the endpoint accepts an array of unique uuids, allowing for efficient processing of multiple recipients in a single api call. note that this endpoint only adds recipients; it does not provide any information about the recipients or perform any other actions beyond adding them to the system.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Archive discovered recipient
Archives a specific discovered recipient in the borneo platform. this endpoint is used to move a discovered recipient's data into an archived state, which may be useful for compliance, data retention, or organizational purposes. it should be called when you need to store historical data about a recipient that has been identified through borneo's data visibility and privacy automation processes. the endpoint uses a post method, suggesting it may trigger backend processes to properly archive the recipient's data. note that this operation might affect the visibility or accessibility of the recipient's data in other parts of the system.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete data breach by id
Deletes a specific data breach evaluation record from the borneo system. this endpoint should be used when an organization needs to remove an evaluation record, typically in cases where the record is no longer relevant, contains errors, or needs to be purged for compliance reasons. the operation is irreversible, so it should be used with caution. this tool is part of borneo's databreachmanagement functionality, supporting the platform's data protection and privacy management capabilities. it helps maintain an accurate and up-to-date record of data breach evaluations, which is crucial for regulatory compliance and risk management.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create and schedule cloud resource scan
The createscan endpoint initiates a new scan operation in the borneo integration platform, allowing users to configure and schedule data scans across various cloud resources. this powerful tool enables users to set up both one-time and recurring scans, with extensive customization options for resource selection, data inspection policies, and scan limits. it's particularly useful for compliance checks, sensitive data discovery, and regular security audits across cloud environments. the endpoint supports a wide range of resource types and provides flexible scheduling options, from immediate execution to complex cron-based recurring scans. users should carefully consider the scan configuration to balance thoroughness with resource utilization, especially for large-scale environments. while highly versatile, users should note that some features may be resource-type dependent, and should refer to borneo's documentation for specific connector and filter support.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create dashboard user
Creates a new dashboard user in the borneo integration platform with specified roles, organizational access, and authentication settings. this endpoint allows for granular control over user permissions across different organizations and departments within the borneo ecosystem. it supports integration with external identity providers (okta or gcp) for authentication. use this endpoint when onboarding new users or updating existing user permissions. note that while only the email is required, it's recommended to provide comprehensive role and organization information for proper access control.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create department with translations
Creates a new department in the borneo integration platform. this endpoint allows you to add a department to the system with support for multilingual information. it's particularly useful when setting up the organizational structure within borneo or when expanding to new regions requiring localized department names. the endpoint should be used when you need to establish a new department entity that other parts of the system can reference. it's important to note that this endpoint only creates the department and does not associate it with any specific workflows or integrations - those would need to be set up separately.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create domain with polling frequency
Creates a new domain within the borneo integration platform, allowing for automatic polling and management of connected systems or applications. this endpoint is used to set up a new integration point with a specific name and polling frequency. it should be used when establishing a new connection or integration within the borneo ecosystem. the endpoint is particularly useful for setting up automated data synchronization or workflow triggers between different business applications. it does not provide information about existing domains or modify existing ones; it is strictly for creating new domains.
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When this happens · Trigger
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