Turn documented client issues into tracked tasks
Record issues you send in follow-ups as BugHerd work without re-entering the details.
Trigger
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.
Action
Create Task
Tool to add a new task in a project. use when you have the project id and full task details ready.
Why this helps
Issues documented in outbound follow-ups can fail to make it into the team's tracking system.
- Capture issues documented during client follow-up.
- Keep a task record for work mentioned in outbound messages.
- Spend less time re-entering the same 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 create a BugHerd task when a sent email documents a new client issue, using the issue details and relevant message context.
- 4Pick the Email Sent trigger and choose where run reports go.
- 5Test with one real sent follow-up that describes an issue.
Questions about this workflow
Will every sent message create a task?
Your instruction should explain what qualifies as a new client issue so routine correspondence does not become task clutter.
Can this update an existing task instead?
This workflow creates a task. For existing issues, describe a separate automation using BugHerd's Update Task action and a clear way to identify the task.
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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