Actions

Actions are the operations that Blue performs automatically when an automation is triggered. Once a trigger condition is met, actions execute specific tasks to streamline your workflow.

Available Actions

Blue provides a comprehensive set of actions that can be combined to create powerful automations:

Record Actions

  • Move to List: Move a record to a different list within the workspace
  • Mark as Complete: Automatically mark a record as done
  • Mark as Incomplete: Revert a record back to incomplete status
  • Copy Record: Create a duplicate of the record in another workspace, with options to include description, due date, checklists, assignees, tags, comments, and custom fields
  • Add to Workspace (Enterprise): Add the record to another workspace without moving it, enabling multi-workspace records

Assignment Actions

  • Add Assignee: Assign one or more team members to a record
  • Add Automation Triggerer: Automatically assign the person who triggered the automation
  • Remove Assignee: Remove specific assignees from a record
  • Remove Automation Triggerer: Unassign the person who triggered the automation

Tag Actions

  • Add Tag: Apply tags to categorize and organize records
  • Remove Tag: Remove specific tags from records

Color Actions

  • Add Color: Apply color coding to records for visual organization
  • Remove Color: Remove color coding from records

Date Management Actions

  • Set Due Date: Set the due date relative to the trigger date (e.g., 7 days from when the automation fires)
  • Remove Due Date: Clear the due date from a record

Custom Field Actions

  • Set Custom Field Value: Set values for custom fields on records. This action can be added multiple times to set different fields in a single automation.
  • Remove Custom Field Value: Clear custom field values

Checklist Actions

  • Mark All Checklist Items Done: Complete all checklist items on the record
  • Mark All Checklist Items Undone: Revert all checklist items to incomplete
  • Create Checklist: Add a new checklist with items to the record, including optional due dates and assignees for each item

Advanced Actions

  • Send Email: Send automated emails with record data using merge tags
  • Generate PDF: Create PDF documents from portable document templates
  • Make HTTP Request: Integrate with external services via webhooks and API calls, with support for various HTTP methods, authentication types, custom headers, and request parameters

How Actions Work

Actions can be chained together to create complex workflows. For example, when a record is marked complete, you could:

  1. Move it to a “Completed” list
  2. Send a notification email to the client
  3. Update a custom field with the completion date
  4. Add a color to visually indicate the record is done

Conflict Prevention

Blue automatically prevents you from creating conflicting action combinations. For example:

  • You cannot pair “Mark as Complete” with “Mark as Incomplete” in the same automation
  • Actions that would conflict with the trigger (such as “Mark as Complete” on a “Record Marked as Complete” trigger) are automatically disabled
  • The “Copy Record” action must be the first action in an automation, since subsequent actions will apply to the copied record

Best Practices

  1. Test First: Always test automations with sample data before enabling
  2. Start Simple: Begin with single actions and add complexity gradually
  3. Document Purpose: Use clear naming to describe what each automation does
  4. Monitor Results: Review automation logs to ensure expected behavior
  5. Avoid Conflicts: Be careful not to create actions that undo each other

Permissions

Only Workspace Administrators can create and modify automation actions. All team members can view active automations to understand the workspace’s workflow.