Bring a client into the campaign project
Give the right client access to the project where campaign feedback is being tracked.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Guest to Project
Adds an existing guest or invites a new client to a project.
Why this helps
Client review can stall while someone has to stop and arrange project access manually.
- Reduce delays arranging client participation.
- Keep campaign review inside the relevant project.
Setup
Build it in a few focused steps.
- 1Connect AimTell and BugHerd once in Notis.
- 2Create an automation to add an existing client or invite the supplied client email to the specified project.
- 3Pick a webhook trigger and choose where run reports go.
- 4Test with a real project and the intended client access request.
Questions about this workflow
Can this invite a new client?
Yes. The action supports adding an existing client by id or inviting a new client by email.
What details are required?
Provide the project context and either the existing client id or the new client's email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Bugherd. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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