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Notis

Make project review easier to start

Set a regular checkpoint that brings active Bugherd projects into view alongside the Box context your team wants reviewed.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Active Projects

Tool to list all active projects in your bugherd account. use when you need to retrieve the active projects list (e.g., for syncing or reporting).

Why this helps

Project review starts with scattered context and repeated manual checking across tools.

  • Start reviews from a current active project list
  • Reduce preparation and context gathering
  • Give recurring project checks a consistent prompt

Setup

Build it in a few focused steps.

  • 1Connect Box and Bugherd once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and enter a name and prompt.
  • 3Tell Notis what Box context to use and how to summarize active Bugherd projects without assuming missing history or metrics.
  • 4Choose a Notis recurring schedule trigger and select where run reports should go.
  • 5Test with one real run and confirm the project list and summary are useful.

Questions about this workflow

Does this report project task status?

The selected action lists active projects. It does not fetch tasks or project metrics on its own.

Can Notis compare this run to the previous one?

Only if prior results or baseline information are supplied. The listed project action does not promise historical data.

Can it create updates in Bugherd?

This workflow reviews the active project list. The selected action is read-only.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Box to Bugherd. A trigger fires from one place; an action lands in another.

Box triggers

Bugherd actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Guest to Project

Tool to add a guest (client) to a project. use when you want to add an existing client by id or invite a new client by email.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Member to Project

Tool to add a member to a project in bugherd. use when you need to add an existing user to a specific project.

ActionInstant

Collaboration Details Changed

Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.

TriggerPolling

Create Attachment

Tool to add a new attachment to a task using an existing url. use when you have project and task ids and the external file url ready.

ActionInstant

Comment Changed

Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.

TriggerPolling

Create Column

Tool to create a new column in a project. use when you need to add a custom workflow column after identifying the project id.

ActionInstant

New File Comment Added

Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.

TriggerPolling

Create Comment

Tool to add a new comment to a task. use when you need to record discussion or feedback on an existing task.

ActionInstant

File Metadata Changed

Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.

TriggerPolling

Create Project

Tool to create a new project. use when you need to initialize a project after gathering its name and url. example: "create a new project named 'my website' with url 'http://www.example.com'."

ActionInstant

File Shared Link Changed

Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.

TriggerPolling

Create Task

Tool to add a new task in a project. use when you have the project id and full task details ready.

ActionInstant

New File Version Uploaded

Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.

TriggerPolling

Create Webhook

Tool to create a new webhook for real-time event notifications. use when you need to configure a callback endpoint for task or comment events. example: "create a webhook for 'task create' events to be sent to 'https://example.com/webhook'."

ActionInstant

Connect any two apps with Notis in the middle.

Box and Bugherd, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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