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.

Section marked for improvement

We are currently enhancing this section to offer more comprehensive insights into each trigger. Our updates will include detailed descriptions, illustrative screenshots, and additional information to provide a clearer and more informative guide on utilizing these triggers effectively.