Connect Blue and RoboHead to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Record" from Blue.

Add your action

An action happens after the trigger—such as "Create Note" in RoboHead.

You’re connected!

Zapier seamlessly connects Blue and RoboHead, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Company Name
  Required
- Project Name
  Required
- List Name
Trigger
Polling
Try It
- Webhook Name
  Required
- Events
- Company
- Project
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
- List
- Record
  Required
- Description to Append
  Required
Action
Write
- Company ID
  Required
- Project ID
  Required
- List
- Record ID
  Required
- Assignee
  Required
Action
Write
- Company
  Required
- Projects
  Required
- Lists
- Record ID
  Required
Action
Write

- Headers
- Query
- Operation Name
- Variables
Action
Write
- Company Name
  Required
- Project Name
  Required
- Role
  Required
- Email Address
  Required
Action
Write

- Company
  Required
- Project
  Required
- List
- Record
  Required
- Tags to Remove
  Required
Action
Write
- Company
  Required
- Projects
  Required
- Lists
- Record ID
  Required
- Record Name
- Tag
- Assignee
- Description
- Start Date
- Due Date
- Checklist
Action
Write
- Company
  Required
- Project
  Required
- Lists
- Record ID
  Required
- File Attachment Custom Field
  Required
Action
Write
- Company
  Required
- Project
  Required
Action
Search
- Company
  Required
- Projects
  Required
- List
- Search Record Name
- Limit
Action
Search
- Company Name
  Required
- Project Name
Action
Search
- Company
  Required
- Project
  Required
- List
- Record ID
  Required
- Activity Type
- Order By
- Limit
Action
Search
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
Project Status Changed
Triggers when a project status is changed.
Trigger
Instant
Try It
Create Project
Create a project in RoboHead
Action
Write
Create Task
Create a project task in RoboHead
Action
Write
- Project Id
- Project Name
- Formatted Project Number
Action
Search

- Company
  Required
- Project
  Required
- List
- Record
  Required
- Activity Type
- Limit
Trigger
Polling
Try It
- Company
  Required
- Projects
  Required
- Lists
- Record ID
  Required
- Reference Custom Field
  Required
- Reference Record
  Required
Action
Write
- Company
  Required
- Project
  Required
- List
- Record
  Required
- Tags to Append
  Required
Action
Write
- Company
  Required
- Project
  Required
- List
- Record ID
  Required
- Comment
  Required
Action
Write
- Company
  Required
- Projects
  Required
- Lists
  Required
- Record Name
- Placement
- Tag
- Assignee
- Description
- Start Date
- Due Date
- Checklist
Action
Write
- Company
  Required
- Projects
  Required
- Lists
- Record ID
  Required
Action
Write
- Company
  Required
- Current Project
  Required
- Current List
- Record to Move
  Required
- Destination Project
  Required
Action
Write
- Company Name
  Required
- Project Name
  Required
- User ID
  Required
Action
Write
- Company
  Required
- Project
  Required
- Folder
Action
Write
- Company Name
Action
Search
- Company Name
  Required
- Project Name
Action
Search
- Company
  Required
- Projects
  Required
- List
- Search Record Name
- Filter by Tag IDs
- Filter by Tag Colors
- Filter by Tag Titles
- Assignees
- Done Status
- Due Date Start
- Due Date End
- Start Date Start
- Start Date End
- Custom Field Filters (JSON)
- Custom Field Filters Operator
- Limit
Action
Search
- Company
  Required
- Project
  Required
- List
- Record ID
  Required
Action
Search
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
Project Modified
Triggers when a project is modified.
Trigger
Instant
Try It
Create Note
Create a note in RoboHead
Action
Write
Create Request
Creates a request in RoboHead
Action
Write
- Project Id
  Required
Action
Write
- Project Id
  Required
- Tags Name
Action
Search

For AI agents & developers

Use Blue and RoboHead with AI agents and code

Beyond Zap workflows. Call Blue and RoboHead actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Blue and RoboHead actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Reference to a Custom Field
Create Note

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Blue and RoboHead actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* blue / robohead action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Blue and RoboHead to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Make work flow with AI

Level up your Blue to RoboHead integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Blue

Blue is a project management system for task organization, team collaboration, and project tracking.

HelpHelp

Related categories

Project Management

About RoboHead

RoboHead is a project management solution that helps teams focus on their people, deadlines, and creative deliverables.