Blue and Salesflare
How to connect Blue
- Via Zapier — 27 operations available. Set it up ↗
- Via Make — 13 modules available. Set it up ↗
About Blue
Blue is a project management system for task organization, team collaboration, and project tracking.
Blue operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Record — Triggers when a new record is created in a list of a project.
- New Record Activity — Triggers when there is new activity (comments or actions) on a record.
- Watch Events — Triggers when a new event occurs.
Actions (16)
Things Salesflare can make it do
- Add Reference to a Custom Field — Overwrites the Reference of the specific custom field.
- Add a Comment to a Record — Adds a comment to a record.
- Append Description to Record — Appends description to a record without replacing existing description.
- Append Tags to Record — Appends tags to a record without removing existing tags.
- Assign User to a Record — Assigns user to a record.
Show 11 more actions
- Complete a Record — Mark complete a record.
- Create Record — Creates a new record.
- Custom GraphQL Query — Freely customized GraphQL query.
- Delete a Record — Deletes a record in a project.
- Invite User to a Project — Invites a user to a project.
- Move Record to Another List — Moves a record to another list. Works within the same project or across different projects.
- Remove Tags From Record — Removes specific tags from a record without affecting other tags.
- Remove User to a Project — Removes a user to a project.
- Update Record — Updates the specific Record.
- Upload File to Custom Field — Upload File to specific custom field.
- Upload File to Files — Uploads one or more files to files.
Searches (8)
Look up existing records
- Find Company — Finds a company in the account.
- Find Lists — Finds all lists in a project.
- Find Project — Finds a project in the company by searching similar keywords in the name. Outputs maximum item of 20.
- Find Record — Finds a record in the list by searching their Record Name.
- Find Record With Filters — Finds records with advanced filters including tags, assignees, done status, date ranges, and custom field filters.
Show 3 more searches
- Get Record Activity — Retrieves activity (comments and actions) for a specific record.
- Get a Project — Retrieves a single project by its Project ID.
- Get a Record — Retrieves a record using Record ID.
Blue operations on Make
Triggers (1)
Start a workflow when this happens
- Watch events — Watches for events.
Actions (7)
Things Salesflare can make it do
- Create a record — Creates a record.
- Execute a GraphQL Query — Performs an arbitrary authorized GraphQL query.
- Get a record — Retrieves a record.
- Invite a user to a project — Invites a user to a project.
- Update a record — Updates a record.
Show 2 more actions
- Upload file to a custom field — Uploads one or more files to a custom field.
- Upload file to files directory — Uploads one or more files to specific directory.
Searches (5)
Look up existing records
- List all projects — Lists all projects.
- List custom fields — Lists custom fields of a project.
- List lists of a project — Lists lists of a project.
- List tags within projects — Lists tags within projects.
- Search records of a project — Searches records of a project.
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