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Notis

Update Bugherd tasks from Zendesk follow-up

Keep product work aligned with the latest customer conversation.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

Action

Update Task

Tool to update a task in a project. use after confirming the project and task ids.

Why this helps

Customer follow-up arrives in support while the product task stays stale.

  • Keep task context current
  • Reduce duplicate status updates
  • Close the support to product loop

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Bugherd once in Notis.
  • 2Create an automation that verifies the matching task and updates it with the ticket's confirmed information.
  • 3Pick the New Zendesk Ticket trigger.
  • 4Choose where reports should go.
  • 5Test with one follow-up ticket and known task ids.

Questions about this workflow

What can be updated?

Tell Notis which task details to update, using only information confirmed in the ticket.

What if there is no matching task?

Ask Notis to report the missing match instead of creating an unintended update.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

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.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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.

ActionInstant

Create Comment

Tool to add a new comment to a task. use when you need to record discussion or feedback on an existing task.

ActionInstant

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'."

ActionInstant

Create Task

Tool to add a new task in a project. use when you have the project id and full task details ready.

ActionInstant

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'."

ActionInstant

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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