Automations

Automations run actions automatically when something happens in a workspace — for example, moving a record to a list when it’s marked complete, or assigning the person who triggered the change. Each automation is project-scoped and pairs one trigger (the event to watch) with one or more actions (what to do).

Workspaces are Workspace objects in the API; records are Record objects. Every automation belongs to a single workspace, identified by the X-Bloo-Project-ID header or the projectId filter argument.

Operations

Request

Use the automationList query to retrieve the automations for a project. With no arguments it returns the current project’s automations (from the blue-workspace-id header), newest first.

query ListAutomations {
  automationList {
    items {
      id
      isActive
      trigger {
        type
      }
      actions {
        type
      }
      createdAt
    }
    pageInfo {
      totalItems
      hasNextPage
    }
    totalCount
  }
}

Parameters

automationList takes pagination arguments plus an optional filter input.

AutomationFilterInput

Response

{
  "data": {
    "automationList": {
      "items": [
        {
          "id": "clm4n8qwx000008l0g4oxdqn7",
          "isActive": true,
          "trigger": { "type": "TODO_MARKED_AS_COMPLETE" },
          "actions": [{ "type": "CHANGE_TODO_LIST" }],
          "createdAt": "2026-05-20T14:32:10.000Z"
        }
      ],
      "pageInfo": {
        "totalItems": 1,
        "hasNextPage": false
      },
      "totalCount": 1
    }
  }
}

AutomationPagination

Automation

AutomationTrigger

AutomationAction

AutomationTriggerSchedule

Returned on AutomationTrigger.schedule for SCHEDULED triggers.

Trigger types

AutomationTriggerType enumerates the events that can start an automation.

Action types

AutomationActionType enumerates what an automation can do when its trigger fires.

Full example

This selects the full trigger and action detail, including the metadata unions, the schedule, and the creator.

query ListAutomationsDetailed {
  automationList(filter: { projectId: "project_123" }, skip: 0, take: 50) {
    items {
      id
      isActive
      createdAt
      updatedAt
      createdBy {
        id
        fullName
        email
      }
      trigger {
        id
        type
        color
        op
        conditionMode
        customField {
          id
          name
          type
        }
        customFieldOptions {
          id
          title
          color
        }
        todoLists {
          id
          title
        }
        tags {
          id
          title
          color
        }
        assignees {
          id
          fullName
          email
        }
        schedule {
          id
          type
          hour
          minute
          timezone
          nextExecutionAt
          isActive
        }
        metadata {
          ... on AutomationTriggerMetadataRecordOverdue {
            incompleteOnly
            offset
          }
        }
      }
      actions {
        id
        type
        color
        duedIn
        assigneeTriggerer
        todoList {
          id
          title
        }
        tags {
          id
          title
        }
        assignees {
          id
          fullName
        }
        projects {
          id
          name
        }
        portableDocument {
          id
          name
        }
        metadata {
          ... on AutomationActionMetadataSendEmail {
            email {
              subject
              to
              from
              content
            }
          }
          ... on AutomationActionMetadataCreateChecklist {
            checklists {
              title
              checklistItems {
                title
                duedIn
              }
            }
          }
        }
      }
    }
    pageInfo {
      totalItems
      totalPages
      hasNextPage
      hasPreviousPage
    }
    totalCount
  }
}

Errors

{
  "errors": [
    {
      "message": "Project was not found.",
      "extensions": { "code": "PROJECT_NOT_FOUND" }
    }
  ]
}

Permissions

Any member of the project can list its automations, regardless of access level — OWNER, ADMIN, MEMBER, CLIENT, COMMENT_ONLY, and VIEW_ONLY all return the full list. When you pass a projectId filter, the caller must be a member of that project or the query fails with FORBIDDEN.

Related

• Create an automation
• Edit an automation
• Copy an automation
• Delete an automation
• Custom fields
• Workspaces