Keep a current catalog of BugHerd projects
Create a recurring snapshot of BugHerd projects to make it easier to orient yourself across client and document work.
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 details can be spread across account views, making it harder to quickly identify the right place for feedback.
- Bring project records into one recurring summary.
- Help identify the project associated with a workflow.
- Reduce repeated project searches.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and BugHerd once in the Notis portal.
- 2Create an automation for the BugHerd project catalog.
- 3Tell Notis to list BugHerd projects and summarize the returned project details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and check the catalog against the returned records.
Questions about this workflow
How is this different from an active project inventory?
This uses List Projects for the account's project list, while the active inventory workflow uses List Active Projects.
Can the catalog include details not returned by BugHerd?
No. Add any extra context you need to the request or provide it separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Bugherd. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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