Keep customer feedback with its BugHerd task
When a WhatsApp conversation refers to an existing issue, add the useful context to its BugHerd discussion so the team can see the update where work happens.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Create Comment
Tool to add a new comment to a task. use when you need to record discussion or feedback on an existing task.
Why this helps
Customer clarifications can stay trapped in WhatsApp while the team is reviewing the related task elsewhere.
- Keep relevant customer updates with the issue they concern.
- Reduce repeated searches across chat and project tools.
- Preserve useful context for the people resolving the task.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and BugHerd once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3In one instruction, ask Notis to add incoming WhatsApp feedback as a comment only when the message identifies an existing BugHerd task; otherwise report that the task reference is missing.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
- 5Test with one real message that clearly refers to an existing task.
Questions about this workflow
How does Notis know which task to comment on?
The message or other context available to Notis must identify the existing task well enough to select it. The instruction should ask Notis to report when the reference is unclear.
Will this create a new task for every message?
No. This workflow is for adding relevant feedback to an existing task. Ask Notis to stop and report when it cannot confidently identify that task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Bugherd. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Create Comment
Tool to add a new comment to a task. use when you need to record discussion or feedback on an existing task.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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