Turn a new contact into a clear follow-up
When a relevant contact is added to HubSpot, let Notis create a BugHerd task for the next onboarding or feedback step.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Important follow-up can slip when a new contact is recorded but nobody turns the relationship into an actionable task.
- Make a repeatable next step visible to the team.
- Keep the follow-up close to BugHerd project work.
- Reduce the mental load of remembering new-contact actions.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and BugHerd once in the Notis portal.
- 2Create an automation by telling Notis which contacts need a follow-up task and what the task should cover.
- 3Pick the HubSpot Contact Created trigger.
- 4Choose where run reports should go, then test with one real contact and an existing BugHerd project.
Questions about this workflow
Will a task be created for every new contact?
The trigger is contact creation. State in your instruction which contacts merit a task and what follow-up makes sense for them.
Can Notis create the project if it does not exist?
This workflow uses the create task action, which requires a project. Use an existing BugHerd project identified by your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Bugherd. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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