Keep investor documents with the task they support
Put the document beside the follow-up it supports. Notis can attach a ready-to-use URL to the relevant BugHerd task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Attachment
Adds an attachment from a URL to a task.
Why this helps
Supporting documents often end up in a separate conversation or folder, leaving task owners hunting for the right version.
- Make source material available beside the related task.
- Reduce repeated searches for links and documents.
- Help teammates verify they are acting on the intended material.
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 attach the supplied investor document URL to the specified existing BugHerd task.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real document URL and an existing task.
Questions about this workflow
What does this action require?
It requires a project identifier, task identifier, and an external file URL that is ready to use.
Can it upload a local file?
This action attaches an existing URL. A separate upload action is available only when binary file content is ready.
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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