Bring email identified clients into BugHerd projects
Handle project access requests from the inbox and get the right client into BugHerd.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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.
Why this helps
Client access requests can get stuck in email while project work waits.
- Act on client access requests from incoming email.
- Reduce manual handoffs for project guest access.
- Keep the access request connected to its project context.
Setup
Build it in a few focused steps.
- 1Connect Gmail and BugHerd once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to add or invite a client to the relevant BugHerd project when an incoming email clearly requests access and includes enough information to identify the person and project.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real project access request email.
Questions about this workflow
Can it invite someone who is not already in BugHerd?
The action supports adding an existing client by id or inviting a new client by email. The email and project need to be identifiable.
What if the email mentions several projects?
Include a rule for resolving the project. If there is not enough information to choose confidently, have Notis report the ambiguity for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Bugherd. A trigger fires from one place; an action lands in another.
Gmail triggers
Bugherd actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Create Comment
Tool to add a new comment to a task. use when you need to record discussion or feedback on an existing task.
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'."
Create Task
Tool to add a new task in a project. use when you have the project id and full task details ready.
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'."
Connect any two apps with Notis in the middle.
Gmail and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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