Review who can support BugHerd workflows
Bring the user roster into a recurring review so project access questions have a clear place to start.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Lists the users in your account.
Why this helps
A busy team can lose track of who is available in BugHerd when project work and client workflows change.
- Retrieve the roster from BugHerd on a schedule.
- Summarize the returned user records for review.
- Reduce manual account list checks.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and BugHerd once in the Notis portal.
- 2Create an automation for a recurring user roster review.
- 3Tell Notis to fetch BugHerd users and summarize the returned roster for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the report uses returned user data.
Questions about this workflow
Can it tell who should lose access?
The action returns user records, but deciding access changes requires criteria you provide. This workflow only prepares a review.
Does the roster support pagination?
The List Users action supports a page parameter. The automation should follow the account's available pagination behavior when needed.
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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