Productivity ยท CONNECTIONWork with Blue workspaces: records, lists, tags, custom fields, checklists, comments, documents, reports, dashboards, forms and automations.
Explore 53 workflow actions for Blue, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add a comment to a record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new checklist on a record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add an item to an existing checklist.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new list (column/status) in a workspace.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new record (task/item) in a workspace.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new tag in a workspace.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new workspace in the company.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently delete a record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get a single dashboard's metadata (title, owner, members).
Get a single page including its full HTML content.
Read the re-bucketed time series for a saved field-value-history metric (see fieldMetrics for the list of metrics in a workspace, and createFieldMetric to define one).
Get a single form including its full configuration and its fields (with custom-field links).
Get the organization GitHub App installation status, and optionally a workspace repository link (which repo the workspace is connected to and whether it is active).
Get full details of a single record by ID, including description, checklists, custom field values, tags, and assignees.
Get a single report including its full config, data sources (workspaces + filters), and members.
Get the records a report resolves to, plus the total count.
Get a single saved view including its viewConfig - the filter, sort, and grouping configuration.
Get a single webhook including its metadata.
Read the activity feed - who did what, when - across the whole company or a single workspace.
List the automations in a workspace, summarizing each one's trigger and actions.
List the charts in a dashboard, including each chart's computed segment values.
List custom fields defined in a workspace.
List dashboards in the company, optionally scoped to a workspace.
List the pages in a workspace (titles and metadata, no body).
List files uploaded in a workspace (metadata: name, size, type, which record/folder, uploader).
List the public/embedded forms in a workspace.
List all lists (columns/statuses) in a workspace.
Read the full history of a single record - its comments and its actions (field changes, moves, assignments, status changes).
List the GitHub pull requests, branches, and commits linked to a record, including live state (PR state, CI checks, review verdicts) from the stateCache field.
List records (tasks/items) with filtering and pagination.
List reports in the company.
List the saved views (saved record filters/layouts) in a workspace.
List tags available in a workspace.
List users in the company or a specific workspace.
List the webhooks configured for the account.
List the workspace templates available to the caller.
List workspaces the user has access to.
Enable, disable, rename, move (to a group), or delete an automation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a chart, or trigger recalculation of one or more charts (refresh their values after underlying records change).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create, update, or delete a custom field DEFINITION in a workspace.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add or remove options (choices) on a SELECT_SINGLE / SELECT_MULTI custom field.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create, update, or delete a dashboard.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create, update, or delete a dependency between two records.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create, update, move, or delete a document page.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create, update, or delete a form.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add, update, or delete a field on a form.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create, update, or delete a report.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Move a record to a different list (column/status).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Search for records by title within a workspace (does not match description/comment content).
Set a custom field value on a record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set tags on a record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a checklist item - toggle completion, rename, or reorder.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update fields on an existing record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Blue. A saved workflow is not a completed provider action.
