Actions

Choose the record, field, email, PDF, or HTTP operations that an automation performs.

Actions define what Blue does after an automation starts. Add one or more actions in the Then section of the automation editor.

Available Actions

Record Actions

  • Move to list: Moves the record to another list.
  • Mark as complete: Marks the record as complete.
  • Mark as incomplete: Marks the record as incomplete.
  • Copy record: Copies the record to another workspace. Options control whether Blue copies the description, due date, checklists, assignees, tags, comments, and selected custom fields.
  • Add to workspace: Adds the record to another workspace without removing its current workspace relationship. This action requires Pro or Enterprise.
  • Archive record: Removes the record from the active board and sends it to the archive.
  • Unarchive record: Restores an archived record to its board.

Assignment Actions

  • Add assignee: Adds selected workspace members or the person who triggered the automation.
  • Remove assignee: Removes selected workspace members or the person who triggered the automation.

Tag Actions

  • Add tag: Adds selected tags to the record.
  • Remove tag: Removes selected tags from the record.

Color Actions

  • Add color: Adds a selected highlight color to the record.
  • Remove color: Removes the record’s highlight color.

Date Actions

  • Set due date: Sets the due date a specified number of days after the automation runs.
  • Remove due date: Clears the record’s due date.

Custom Field Actions

  • Set custom field value: Sets a value in a selected custom field. Add this action more than once to update different fields.
  • Remove custom field value: Clears a selected custom field value. Add this action more than once to clear different fields.

Checklist Actions

  • Mark all checklist items done: Marks every checklist item as complete.
  • Mark all checklist items undone: Marks every checklist item as incomplete.
  • Create checklist: Adds one or more checklists and items. Each item can include assignees and a relative due date.

Advanced Actions

  • Send email: Sends an email that can include record variables. Add this action more than once to send different emails.
  • Generate PDF: Generates a PDF from a portable document template.
  • Make HTTP request: Sends a request to an external service. Configure the method, authentication, headers, parameters, and body.
  • Create GitHub issue: Creates an issue in the workspace’s linked repository and keeps it paired with the record. This action requires a linked GitHub repository; it is skipped if the workspace has none.

Combine Actions

Blue runs the configured actions after the trigger. For example, after a record becomes complete, an automation can:

  1. Move the record to a Completed list.
  2. Send an email to the client.
  3. Set a custom field value.
  4. Add a highlight color.

Conflict Prevention

Blue disables actions that conflict with the trigger or another selected action.

  • You cannot combine Mark as complete and Mark as incomplete.
  • You cannot add Mark as complete to a Record marked complete trigger.
  • Copy record must be the first action. Later actions apply to the copied record.

Before You Activate an Automation

  1. Create a sample record that matches the trigger.
  2. Confirm each action produces the expected result.
  3. Check recipient addresses and external request destinations.
  4. Activate the automation for normal workspace records.

Permissions

Workspace owners and administrators can create or change automation actions. Other workspace members can view active automations.