Review BugHerd tasks after role changes
Catch ownership risk when a team member's role or status changes.
Trigger
User Information Changed
Triggers when a Zoom user's information changes. Detects changes such as: - Profile information updates (name, email, display name) - Role or type changes - Department, job title, or location updates - Contact information changes (phone, timezone) - Status changes (active, inactive, pending) - Settings updates (language, pronouns, etc.)
Action
Show User Tasks
Tool to list tasks created or assigned to a specific user. use when you have a user's id and need their tasks. example: list tasks for user 123.
Why this helps
Tasks stay assigned to people whose responsibilities or availability have changed.
- Surface affected work
- Support clean handoffs
- Reduce orphaned tasks
Setup
Build it in a few focused steps.
- 1Connect Zoom and BugHerd in Notis once.
- 2Create the automation and define which user changes require a task review.
- 3Tell Notis to list the user's BugHerd tasks and summarize handoff candidates.
- 4Choose Zoom User Information Changed as the trigger.
- 5Select a report channel and test with one role or status change.
Questions about this workflow
Does it reassign tasks automatically?
No. It lists the tasks so you can review and authorize any reassignment separately.
Which changes should trigger it?
Role, department, status, or other responsibility changes can be included in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Bugherd. A trigger fires from one place; an action lands in another.
Zoom 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.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
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.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
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.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Create Comment
Tool to add a new comment to a task. use when you need to record discussion or feedback on an existing task.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
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'."
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Create Task
Tool to add a new task in a project. use when you have the project id and full task details ready.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
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.
Zoom and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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