Triggers

A trigger is an event that sets off an automation. For instance, a trigger could be the completion of a record, a change in a record's assignee, or a change in a custom field. When this predefined condition is met, the automation is activated.

These are all the possible automation triggers in Blue:

• A New Record is Created: Triggers when a new record is added to the project. Useful for initiating follow-up actions or notifications related to new tasks or entries. This also triggers when there is a new form submission.
• A Record is Moved to Another List: Activates when a record is transferred from one list to another within the project, indicating a change in its stage or status.
• A Record is Marked as Complete: Triggers when a record's status is updated to 'complete', signalling the end of a task or process.
• A Record is Marked as Incomplete: Activates when a record previously marked as complete is reverted to an incomplete status.
• Someone is Assigned to a Record: Triggers when a new assignee is added to a record, indicating their responsibility for that task or item.
• Someone is Unassigned from a Record: Activates when an assignee is removed from a record, signifying a change in task responsibility.
• Due Date Changes: Triggers when the due date of a record is altered, which can be critical for time-sensitive tasks.
• Due Date is Removed: Activates when a record's due date is cleared, possibly indicating a change in priorities or timelines.
• Due Date has Expired: Triggers when a record's due date passes without completion, highlighting potential delays or oversights. This is an excellent automation for managers, as they can flag records/tasks to themselves if they become overdue.
• Tag is Added to Record: Activates when a new tag is added to a record, useful for categorization and tracking changes in task attributes. Tag is Removed from Record**: Triggers when a tag is removed from a record, indicating a change in its categorization or properties.
• All Checklists are Marked as Complete: Activates when every item in a record's checklist is checked off, indicating the completion of all sub-tasks.
• Any Checklist is Marked as Incomplete: Triggers when any item in a record's checklist is marked incomplete, signalling unfinished sub-tasks.
• A Record is Moved/Copied from Another Project: Activates when a record is brought into the current project from a different one, helpful in tracking cross-project workflows. The trigger applies whether the record is manually moved or copied by a user, or automatically transferred through another automation, providing a comprehensive way to track cross-project activities.
• A Custom Field is Added to a Record: Triggers when data is written to a specific custom field in a record, indicating a change or addition of specific information.
• A Custom Field is Removed from a Record: Activates when data is removed from a specific custom field in a record, signifying a modification in the record's information structure.
• A Color is added to a Record: Triggers when a predefined color is assigned to a record, indicating priority, progress, or categorization. For example, adding a red color for high-priority tasks or a green color for in-progress items.
• A Color is removed from a Record: Triggers when a predefined color is removed from a record, signaling a change in status or priority. For instance, removing a red color from a task when it's no longer high priority or removing a green color when a task is completed.