Turn product interest in BugHerd into a Salesforce lead
Capture a prospective customer's product feedback and route it into Salesforce for qualification.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Potential customers who report a product issue can be overlooked when their feedback is handled only by product teams.
- Give sales a visible record of prospective customer interest.
- Preserve the prospect's reported need for qualification.
- Reduce duplicate manual entry.
Setup
Build it in a few focused steps.
- 1Connect BugHerd and Salesforce once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, ask Notis to create a lead only when the submitted BugHerd report identifies a prospective customer and includes the required lead details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real prospect report and verify the created lead.
Questions about this workflow
What information is needed to create a lead?
Salesforce requires lead details according to your org's configuration. Include the required identity and company information in the report or have Notis flag missing details.
Will every BugHerd reporter become a lead?
No. State that only reports from prospective customers should create a lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bugherd to Salesforce. A trigger fires from one place; an action lands in another.
Bugherd triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Bugherd and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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