Add new Zendesk users as Bugherd guests
Make customer collaboration ready as soon as a new Zendesk user appears.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
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
New customers wait while someone manually creates project access for feedback work.
- Shorten customer onboarding
- Keep support and feedback access aligned
- Reduce manual invitation work
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Bugherd once in Notis.
- 2Create an automation that checks whether the new user matches an existing Bugherd client and adds or invites them as a guest.
- 3Pick the New User Created trigger.
- 4Choose a report channel.
- 5Test with one newly created user.
Questions about this workflow
Can this invite a user who is not already a Bugherd client?
Yes. The action supports inviting a new client by email when no existing client id is available.
Does it automatically choose a project?
Tell Notis which project context to use, or provide the project decision in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Bugherd. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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