Create Bugherd projects for new customers
Start a structured feedback project when a new customer account is ready.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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'."
Why this helps
New customer projects wait for manual setup after the account is created.
- Shorten project kickoff
- Use consistent project creation steps
- Reduce setup omissions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Bugherd once in Notis.
- 2Create an automation that creates a project only when the new user event includes a confirmed project name and URL.
- 3Pick the New User Created trigger.
- 4Choose where reports should go.
- 5Test with one real user containing complete project details.
Questions about this workflow
Does every new user create a project?
No. Instruct Notis to proceed only when the user event includes the confirmed project details.
Can the project name and URL come from the user record?
Yes, when those values are available in the event context.
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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