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Notis

Answer workflow questions with Bugherd columns

Give teammates the current workflow structure before work gets misrouted.

Trigger

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

Action

List Columns

Tool to list all columns for a project. use when you need the full set of default and custom columns for a project.

Why this helps

People ask where work belongs because process definitions are hard to find.

  • Reduce routing confusion
  • Use current process definitions
  • Draft faster answers

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Bugherd in Notis once.
  • 2Create an automation named Workflow column helper.
  • 3Tell Notis to identify the relevant project, list its Bugherd columns, and summarize the answer for the Outlook question.
  • 4Pick New Outlook Message as the trigger and choose a report channel.
  • 5Send one workflow question to test the lookup.

Questions about this workflow

Can it create a missing column too?

Use the create column action in a separate workflow after confirming the project and requested column.

Will it send the reply?

It can report or draft the answer; sending is controlled by your instruction and connected capabilities.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Outlook to Bugherd. A trigger fires from one place; an action lands in another.

Outlook triggers

Bugherd actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

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.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

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.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

Create Comment

Tool to add a new comment to a task. use when you need to record discussion or feedback on an existing task.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

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'."

ActionInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

Create Task

Tool to add a new task in a project. use when you have the project id and full task details ready.

ActionInstant

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'."

ActionInstant

Connect any two apps with Notis in the middle.

Outlook and Bugherd, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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