See which project follow-ups connect to campaign activity
Get a focused view of tasks that may need a follow-up after campaign activity, with the reason each task appears relevant.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Project Tasks
Lists tasks in a project, with optional filters and pagination.
Why this helps
Follow-up work is easy to overlook when campaign activity and the project task list are reviewed at different times.
- Surface likely follow-up tasks in one scheduled review.
- Explain why each task may relate to campaign activity.
- Help keep next steps from slipping between tools.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and BugHerd once in the Notis portal.
- 2In Automations, choose New Automation and give it a name.
- 3Tell Notis which campaign activity and BugHerd project to review, and ask it to report likely follow-up tasks with the supporting context.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports should go, then test with one real example.
Questions about this workflow
Does this workflow assign follow-up work?
No. It lists likely relevant tasks for review without changing their assignment.
What if campaign history or a task baseline is unavailable?
Notis can only use data it can retrieve or that you provide. Missing history or baselines should be supplied if the review depends on them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Bugherd. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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