Find the right active BugHerd project for AgencyZoom work
Make it easier to find where agency work belongs. Notis can review the AgencyZoom context you provide and retrieve active BugHerd projects for the review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Active Projects
Lists active projects in your account.
Why this helps
When client work spans several projects, finding the right active project can interrupt focused work.
- Bring active BugHerd project options into a recurring work review.
- Reduce time spent searching for a project by hand.
- Keep project selection tied to available AgencyZoom context.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and BugHerd once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3In one instruction, ask Notis to review the AgencyZoom work context available at run time and retrieve active BugHerd projects to identify likely relevant projects, reporting any uncertainty.
- 4Choose the notis_cron trigger and where run reports should go.
- 5Test with one real client work example and confirm the project list is useful.
Questions about this workflow
Does this create or change a BugHerd project?
No. This workflow uses the List Active Projects action to retrieve active projects for a review.
Can Notis determine the correct project automatically?
It can compare available context, but it should report uncertainty when the information does not establish a reliable match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Bugherd. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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