Route reported website issues into Bugherd
Give website feedback from a new lead a task owners can review and track.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
A prospect's reported website problem can get buried in lead notes before anyone triages it.
- Make reported website issues visible to the delivery team
- Preserve the lead's description as task context
- Give the report a clear review path
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bugherd once in the Notis portal.
- 2Create an automation by telling Notis in plain language or using Automations, New Automation in the portal.
- 3In one instruction, ask Notis to create a Bugherd task only when a new lead contains a website issue; provide the Bugherd project details if needed.
- 4Pick Salesforce New Lead Trigger as the trigger and choose where run reports should go.
- 5Test with one real lead that contains a website issue.
Questions about this workflow
Does every new lead become a Bugherd task?
No. Tell Notis in the instruction to create a task only when the lead information contains a website issue.
What if a lead has no website details?
Notis can only use details included in the event or supplied by you. Provide a project id or relevant website context when those are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bugherd. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bugherd actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create Comment
Tool to add a new comment to a task. use when you need to record discussion or feedback on an existing task.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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'."
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create Task
Tool to add a new task in a project. use when you have the project id and full task details ready.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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