Keep investor follow-ups visible in BugHerd
Capture the next investor follow-up while the deal context is still fresh. Notis turns your Affinity update into a task your team can act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task in a project.
Why this helps
Investor follow-ups can disappear among deal notes, leaving founders to reconstruct what was promised and who owns the next step.
- Keep follow-ups attached to a visible team task.
- Preserve the deal context needed to act without reopening multiple tools.
- Make the next step easier to review and assign.
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 create a BugHerd task for an Affinity investor meeting follow-up, including the deal context and next step.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real meeting follow-up sent to the webhook.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it when an HTTP request reaches the automation. Affinity has no listed event trigger here, so send the relevant update to the webhook.
What should the request include?
Include the deal or contact context and the specific follow-up that should become a task. Notis can only use details present in the request or otherwise available to it.
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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