Give every closed deal a ready-to-use BugHerd project
When a HubSpot deal reaches your chosen closed won stage, let Notis start a BugHerd project for the customer.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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'."
Why this helps
New customer work can stall while someone remembers to create a project and find the right website URL.
- Give new customer work a dedicated place for website feedback.
- Reduce the handoff delay after a deal closes.
- Use the deal details to name the project and identify its website URL.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and BugHerd once in the Notis portal.
- 2Create an automation by telling Notis the outcome in one plain language instruction.
- 3Pick the HubSpot Deal Stage Updated trigger and the stage you use for closed won.
- 4Choose where run reports should go, then test with one real deal that has a customer name and website URL.
Questions about this workflow
Does this trigger only on closed won deals?
The trigger is a HubSpot deal stage update. Tell Notis which stage should start the workflow, such as your closed won stage.
What if the deal has no website URL?
Notis needs a project URL to create the BugHerd project. Supply the URL in the deal details or include a clear instruction for what to do when it is missing.
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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