Bring the right collaborator into deal work
When a teammate needs access to coordinate a deal-related effort, Notis can add an existing BugHerd member to the right project.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Member to Project
Adds a member to a project.
Why this helps
A collaborator can be ready to help but unable to see the work because project access was never updated.
- Give an existing team member access to the relevant project.
- Reduce delay when responsibilities change around a deal.
- Keep project participation aligned with current coordination needs.
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 add the specified existing BugHerd user to the project associated with the supplied deal context.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real deal, project identifier, and existing user identifier.
Questions about this workflow
Does this action invite a new user?
No. It adds an existing BugHerd user to a project. Inviting an external client uses the guest action instead.
What identifiers should be supplied?
Provide the BugHerd project and existing user identifiers, or enough context for Notis to retrieve the correct ones.
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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