Give Clients Guest Access to Their BugHerd Project
Make customer collaboration easier by inviting the right client into the project where feedback is tracked.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Guest to Project
Adds an existing guest or invites a new client to a project.
Why this helps
Client access can lag behind project kickoff when invitations depend on a separate manual handoff.
- Handle guest access requests in a scheduled review.
- Reduce delays before clients can participate in project feedback.
- Use the client and project details supplied for the invitation.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and BugHerd once in the Notis portal.
- 2Create an automation and describe which supplied client access requests should become BugHerd guest additions or invitations.
- 3Pick a recurring Notis schedule and choose where run reports should go.
- 4Provide one real client request with the project identifier and client ID or email, then review the result.
Questions about this workflow
Can this invite a client who is not already in BugHerd?
Yes. The action supports inviting a new client by email, or adding an existing client by ID.
Does it grant team member access?
No. This action adds a guest client to a project. A separate action is available for adding a project member.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Bugherd. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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