Add requested clients to BugHerd projects
Give the right client access without another administrative handoff.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
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.
Why this helps
Client access requests sit in chat while project work continues.
- Speed up client onboarding
- Reduce access mistakes
- Keep requests traceable
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and BugHerd in Notis.
- 2Create an automation.
- 3Tell Notis to add or invite the requested BugHerd guest when the message contains the project and client identity.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Choose a report channel and test with one complete request.
Questions about this workflow
Can it use an existing client id?
Yes, when the WhatsApp request supplies the existing client identifier.
What if only a name is provided?
Notis can ask for or report the missing email or identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Bugherd. A trigger fires from one place; an action lands in another.
Timelinesai 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.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
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.
Timelinesai and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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