Find the Salesforce contact behind a BugHerd report
Bring existing contact context into view before assigning customer follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Teams may not know whether a bug reporter already has a contact record or account relationship.
- Find likely existing customer contacts.
- Expose account relationships during issue review.
- Avoid duplicate contact records.
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 search Salesforce contacts from reporter details and return likely matches with account context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one known reporter and inspect the matches.
Questions about this workflow
Does this modify a contact?
No. It searches existing contacts and returns matches for review.
What should the report include?
Include identifying reporter details such as a name and email when available.
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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