Keep a current BugHerd project inventory
Replace a manual project-list lookup with a recurring inventory summary from Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Projects
Lists the projects in your account.
Why this helps
Project lists are easy to forget until planning starts and someone needs a current inventory.
- Make project inventory easy to revisit.
- Reduce manual account lookups before planning.
- Summarize the project information the list returns.
Setup
Build it in a few focused steps.
- 1Connect BugHerd once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list BugHerd projects and summarize the information needed for your planning review.
- 4Pick the recurring schedule trigger and choose where run reports go.
- 5Test with one real project inventory.
Questions about this workflow
How is this different from an active-project review?
This uses the full project list action. The active-project review uses the separate action for active projects.
Can the inventory include details the list does not return?
Only if you provide those details or ask Notis to retrieve them through an available action. Do not assume missing project fields or history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Bugherd. A trigger fires from one place; an action lands in another.
Active campaign triggers
Bugherd actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Guest to Project
Adds an existing guest or invites a new client to a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Member to Project
Adds a member to a project.
Create Attachment
Adds an attachment from a URL to a task.
Create Column
Creates a custom workflow column in a project.
Create Comment
Adds a comment to a task.
Create Project
Creates a new project.
Create Task
Creates a task in a project.
Create Webhook
Creates a webhook for real-time task or comment notifications.
Connect any two apps with Notis in the middle.
Active campaign and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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