Bring a client into the project when collaboration begins
When a client needs to review or contribute to project work, Notis can add them as a guest to the specified BugHerd project.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Guest to Project
Adds an existing guest or invites a new client to a project.
Why this helps
Client feedback can stall when the project is ready for collaboration but the client has not been invited.
- Bring a client into the right project at the point collaboration is needed.
- Keep feedback and project work together.
- Reduce manual access setup during a busy deal handoff.
Setup
Build it in a few focused steps.
- 1Connect Affinity and BugHerd once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to invite the supplied client email as a guest to the specified BugHerd project when collaboration is ready.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with a real project and an authorized client email.
Questions about this workflow
Can this add an existing client by id too?
Yes. The action supports adding an existing client by id or inviting a new client by email. Supply the correct identifier for the case.
Does this action create a project?
No. The BugHerd project must already exist and its identifier should be available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Bugherd. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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